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Using Active and Passive Funds for Investment Success
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When? This feed was archived on March 19, 2022 06:08 (). Last successful fetch was on April 07, 2020 16:43 ()
Why? Inaktiv feed status. Våre servere kunne ikke hente en gyldig podcast feed for en vedvarende periode.
What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.
Manage episode 161367132 series 1250141
This month we focus on how to invest using active and passive funds.
Fans of passive investment often cite the cost of active management as a negative factor. But smart investors should consider more than just the price of a fund. Morningstar Editor Emma Wall speaks with Chris Traulsen, Head of Research for Morningstar on what else to look out for when choosing a fund other than its price.
Predicting how much a fund investment costs – whether it is active or passive – is near impossible says Emma Wall. Should flat fees become an option for the future?
With passive funds often performing just as well as actively managed funds at a fraction of the cost, why pay for active management? Active management is critically important for a functioning economy - as well as investors, says Mark Burgess from Columbia Threadneedle. Especially when stock markets are expected to move sideways.
Passive funds are precise tools that asset allocators can use to get exposure to different markets - although they are not risk free. So what are the benefits of passive investing? Emma Wall and Chief investment officer for Nutmeg, Shaun Port discuss this next.
Want to invest in UK equities? Once you have decided on the asset allocation, now it is time to choose which strategy is best to gain exposure. European Website Manager for Morningstar, Holly Cook, talks us through some options.
A healthy level of scepticism is required before appointing any active fund manager, and you should have a high degree of confidence that that manager can outperform any fees. Is balancing active and passive funds the way forward? Chief Investment officer for Morningstar’s Investment Management, Daniel Needham talks about using Active and Passive Strategies within a retirement portfolio.
44 episoder
Arkivert serier ("Inaktiv feed" status)
When? This feed was archived on March 19, 2022 06:08 (). Last successful fetch was on April 07, 2020 16:43 ()
Why? Inaktiv feed status. Våre servere kunne ikke hente en gyldig podcast feed for en vedvarende periode.
What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.
Manage episode 161367132 series 1250141
This month we focus on how to invest using active and passive funds.
Fans of passive investment often cite the cost of active management as a negative factor. But smart investors should consider more than just the price of a fund. Morningstar Editor Emma Wall speaks with Chris Traulsen, Head of Research for Morningstar on what else to look out for when choosing a fund other than its price.
Predicting how much a fund investment costs – whether it is active or passive – is near impossible says Emma Wall. Should flat fees become an option for the future?
With passive funds often performing just as well as actively managed funds at a fraction of the cost, why pay for active management? Active management is critically important for a functioning economy - as well as investors, says Mark Burgess from Columbia Threadneedle. Especially when stock markets are expected to move sideways.
Passive funds are precise tools that asset allocators can use to get exposure to different markets - although they are not risk free. So what are the benefits of passive investing? Emma Wall and Chief investment officer for Nutmeg, Shaun Port discuss this next.
Want to invest in UK equities? Once you have decided on the asset allocation, now it is time to choose which strategy is best to gain exposure. European Website Manager for Morningstar, Holly Cook, talks us through some options.
A healthy level of scepticism is required before appointing any active fund manager, and you should have a high degree of confidence that that manager can outperform any fees. Is balancing active and passive funds the way forward? Chief Investment officer for Morningstar’s Investment Management, Daniel Needham talks about using Active and Passive Strategies within a retirement portfolio.
44 episoder
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