Is There Still A Role For Active?
The keys to a successful active strategy
More and more investors are shifting their portfolio to include a higher percentage of index funds. Low-cost actively managed funds can still be a key component of a balanced, diversified portfolio. In this timely webinar, we’ll explore the elements to a successful active strategy, a critical factor advisors can use to identify successful active managers, and key questions to help determine a client’s optimal asset allocation.
Learn why indexing remains a great starting point when constructing a client’s portfolio.
What advisors can do to improve their odds of picking a successful actively managed fund.
Questions clients should answer before adding active funds to their portfolio.
Active Management Slides and Resources
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Please Note: On-Demand Webinars are not valid for CE Credits
Check Out The Deck
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