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Is There Still A Role For Active?


Is There Still A Role For Active?

The keys to a successful active strategy

More and more investors are shifting their portfolio to include a higher percentage of index funds. Low-cost actively managed funds can still be a key component of a balanced, diversified portfolio. In this timely webinar, we’ll explore the elements to a successful active strategy, a critical factor advisors can use to identify successful active managers, and key questions to help determine a client’s optimal asset allocation.

Why Attend?

Learn why indexing remains a great starting point when constructing a client’s portfolio.

What advisors can do to improve their odds of picking a successful actively managed fund.

Questions clients should answer before adding active funds to their portfolio.

Active Management Slides and Resources

Missed the Live Show?

You can watch the webinar from your computer at any time!

Please Note: On-Demand Webinars are not valid for CE Credits

Check Out The Deck

Missed some information on one of our presenters slides? Go back and take a look at the presentation slide deck.