Active Management Philosophy & Implementation

May 2017
Investors have long-debated the merits and challenges of active and passive investing. The discussions have increased recently due to several factors including fee scrutiny, evolution of passive vehicles, and the challenging performance of many active managers over the past several years. Rocaton believes these discussions are important and complex. In this Insights, we outline our general philosophy on active management and present our approach to building a portfolio of active managers and setting active management expectations.


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