Combining active, passive, and strategic beta
Many financial professionals 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.
Combining active, passive, and strategic beta presentation
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? This presentation seeks to answer that question by taking an in-depth look at the propensity of various strategies to outperform over time and offers some practical guidelines for portfolio construction.
For financial professional use only
Combining active, passive, and strategic beta investing
Investors today have plenty of options to consider when it comes to building their portfolios, from mutual funds to ETFs and hybrid strategies such as strategic beta. Against this backdrop of complex choice, we sought to provide a new starting point for asset allocation decisions. This paper examines the roles to be played in portfolios by actively managed mutual funds, market-cap-weighted passive index products, and the growing category of strategic beta ETFs.
For financial professional use only