Research
Research library
Research worth an advisor's time from research firms, asset managers, regulators, central banks, academics and think tanks, each with a short summary in our own words, plus AdvisorIQ's own analysis.
As of Oct 8, 2026, the library lists 2 pieces from research firms on portfolio construction.
Titles marked with an arrow open on the publisher's site. How we choose.
Portfolio construction
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Active Fund Manager Success Rates Ticked Up in 2026, but Passive Funds Still Hold the Advantage (opens morningstar.com)
The midyear Active/Passive Barometer measures how active US funds fared against passive peers in their categories. Just over 40% of active funds survived and beat their passive composite in the year to June 2026, up 7 percentage points, and the cheapest active funds had better odds in most categories.
Topic: Portfolio constructionmorningstar.com
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The Winning Formula for Fund Investors, and Why Others Left Money on the Table (opens morningstar.com)
Morningstar's annual investor-return study compares what the average dollar in US funds earned with the funds' own returns over the decade through 2025. Investors earned 8.7% a year, about 1.2 percentage points less than the funds, with the widest gaps in more volatile funds and the smallest in allocation funds.
Topic: Portfolio constructionmorningstar.com
Editorial
How we choose
- Inclusion is editorial. No publisher pays to be listed, and none can.
- We leave out any piece that features or recommends a specific fund, ETF, model portfolio or other product.
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More in our editorial standards.