Overview for PortfolioMetrix adviser roundtable Manchester “Actively investing in Passive”

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Buying passive is an active decision: every investment decision, even to use passive funds, is an active choice. Active vs Passive: understand the interplay between active and passive investing strategies and inherent style biases in each asset class or geography. Blending / Hybrid approach: achieving actual diversification by combining both approaches is not as simple as allocating 50% to each. Market inefficiencies: how information is priced and how your clients can benefit from this. Deploy your Active fee budget wisely Practical examples: case studies to illustrate these concepts.

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