smartest-data blog

Active Management is a discipline in Fund Management which covers a wide range of Securities. The objective is to maximise portfolio returns by actively researching and trading a portfolio of securities.

The Active Management of a Fund, bonds or stocks or a multi asset portfolio, requires constant management of the underlying securities in order to maximise gains. An Active Manager could employ a range of Investment Strategies, quantitative tools or subjective decision making in security analysis by researching and forecasting a company’s financial position, placing a Valuation. The analytical tools ultimately lead to deciding the Asset Allocation and which assets to buy and sell. There are limits imposed as set out in the Fund’s Prospectus. Active Management is a discipline. The Management Fee will be higher. The opposite would be Index Tracking.


Leave a Reply

Your email address will not be published. Required fields are marked *

Warren William

Meet the author behind Smartest-Data. Warren William has a career in Finance and Investments extending over 35 years, both on the Buy Side and Sell Side. His most recent roles include, developing Institutional Risk Management Programs for managing Equity and Fixed Income Risk.  Prior to this Warren William work in Alternative Investments, in Investment Management and as a Buy Side Equity Analyst. Warren William brings a wealth of knowledge and expertise to the table, providing in-depth analysis and commentary on the latest trends in the Stock Markets. Contact information: or Telegram +393339034488

Welcome to

Smartest Data aims to be your go-to source for analysis and commentary on Investments, Personal Finance and the Global Stock Markets. The aim is to provide our readers with insightful and actionable information for independent minded Investors.  Dissecting  the daily avalanche of Data produced by the Stocks Market by using data Websites  and Apps available to people at home. Join us, to be Driven by Data to navigate the Investment universe markets and make better informed investment decisions.