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        From Sectors and Smart Beta to Fixed Income, SPDR Exchange Traded Funds (ETFs) give you wide access to diverse investment opportunities. Find out more.

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        Insights

        Insights   •   Systematic

        Comparing and Contrasting

        Quantitative vs. Fundamental Equity Investing

        In recent years, the landscape for active equity investors has evolved quite dramatically. While the active equity market has historically been dominated by ‘fundamental/discretionary’ managers, ‘quantitative/systematic’ investing has been a growing force in the market (but remains a minority) — supported by technological improvements and data availability.

        In the first part of this series, we compare and contrast the two main approaches in active management for equities, and dispel some of the common misconceptions that investors have about ‘quantitative investing’. In the second part, we discuss how active quantitative should be measured against smart beta, and whether their higher management fees are justified. In the third part, we look at ways in which active quantitative and fundamental strategies can be complementary. 

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        This is part 1 of our 3 part series, Quantitative vs. Fundamental Equity
        Investing.

        Learn More: 

        Part 2 

        Identifying Manager Skill: Are You Just Getting Smart Beta?

        Part 3

        Best of Both Worlds

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