plus:

Tom Crosshill v jednom z jeho videí na youtube to spomínal, nevedel som si spomenút v ktorom videu to bolo, AI gemini (thinking mode) to našlo:

prompt:
tom cross hill mentioned a study in one of his videos on youtube, which confirm that most of the active managed investment funds do not beat the indexes. do you pls know the exact name of that study?

odpoveď :
In his videos and webinars (such as his Index Masterclass), Tom Crosshill frequently references two primary studies to support the claim that most actively managed funds do not beat the index:

1. The Morningstar Active/Passive Barometer
This is the "exact name" most commonly featured on his presentation slides.

The Key Finding: According to this report (often the Mid-Year or Year-End 2023 versions), over a 20-year period, index funds (passive) outperformed up to 90% to 95% of actively managed funds in the U.S. Large Blend category.

Why he uses it: It specifically compares "active" managers' performance against a composite of "passive" peers, showing that the failure rate of active managers increases significantly over longer time horizons.

2. The SPIVA Scorecard (S&P Indices Versus Active)
Tom also frequently points to the SPIVA Scorecard, which is published by S&P Dow Jones Indices.

The Key Finding: This study consistently shows that over 10 to 15 years, roughly 80% to 90% of active managers underperform their respective benchmarks (like the S&P 500) after fees.

Significance: It is considered the "gold standard" in the investment industry for tracking the performance of active vs. passive management.

Which video was it?
You likely saw this in one of his most popular videos, such as:

"How to Invest in ETFs from Europe | The Ultimate Beginner's Guide"

"18 Years of Investing Lessons in 13 Minutes"

"Index Funds Explained (European Investor)"

(gemini trafil, presne tam to spomínal)

In his webinar slides, he explicitly sources the Morningstar Active/Passive Barometer (End of Year 2023) for the statistic that index funds beat roughly 95% of active funds over 20 years.

https://gemini.google.com/share/cea1c58cd760