Accredited With https://thecpd.group Accreditation Number #1017937
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Key Learnings · 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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