Flexible Managers Versus Stylebox Managers

Overview

New research shows flexible managers, or those who can invest in any equity category, delivered higher returns than their benchmark and higher returns than the aggregated performance of style box managers, or those who invest only in a particular equity category. The median flexible manager outperformed the benchmark by 3.2% annualized and the median style box manager by 1.4% annualized.

Advisor Thinking