Excess returns are returns achieved that are more significant than the return of a proxy. Excess returns will depend on a designated investment return comparison for analysis.

During the past two decades, the share of passively managed equity fund assets has risen. While some lament that passive investors have consigned themselves to merely average returns, the truth is ...

A global trend by investors to shun beta in favour of alpha strategies in driving excess return is inevitably going to end in tears, according to Tim Barron, chief executive of US-based investment ...

Long-term investors can pair smart beta ETFs to better capture returns over different points in the market cycle. Many advisors use the Invesco S&P 500® Equal Weight ETF (RSP) as a core equity holding ...

Excess return refers to the return on an investment that surpasses the return of a benchmark or a risk-free rate. It measures the performance of an investment in relation to its expected or required ...

Every investor strives to balance two conflicting goals: Maximizing their investment returns and minimizing their risk. Beta offers a way to measure the amount of risk you’re taking on for a given ...