In market environments where active management is out of favor, it becomes increasingly tempting for advisors and their clients to abandon active management to pursue higher returns. History has shown that using both active and passive strategies is crucial for building durable portfolios.

 

We recommend that financial intermediaries continue to work with their clients to:

 

  • Understand how passive strategies can be used to access certain market exposures
  • Evaluate which asset classes are more conducive to active management
  • Understand that active and passive can be complementary in diversifying risk
  • Consider the expected market environment and why active strategies might mitigate portfolio risk

 

Download the white paper to read more.

Please see Important Notices for further information.

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