Combining active, passive, and strategic beta

Many financial advisors today combine a blend of active and passive strategies in a portfolio, including some strategic beta approaches. But which approach is best suited for which asset class and market segment? “Building better outcomes: combining active, passive, and strategic beta” takes a closer look at the pros and cons of each approach and offers some practical guidelines for portfolio construction.

Presentation

This presentation closely examines where active management has historically added value and what the implications are for portfolio construction (CE credit available).

White paper

This paper explores options for enhancing portfolio construction by combining actively managed mutual funds, market-cap-weighted passive index products, and strategic beta ETFs.

Flyer

This piece offers a practical framework for deciding where to use active or passive strategies.