In Which Asset Classes Does Active Beat Passive?

Financial planning fiduciaries often design portfolios strategically for the long-run built on a core of low-expense passively managed index funds and ETFs. However, sometimes active beats passive in certain asset class categories and must also be considered by prudent professionals.

The active versus passive debate is not cut and dried across all asset classes. At this class, Prof. Craig Israelsen, whose taught investment courses for CFA® candidates at universities for over three decades, examines 11 asset classes and evaluates the performance of actively managed funds mutual funds and ETFs versus passively managed index-based funds. The analysis covers 2020 as well as the three-year period from 2018-2020.
 

This webinar is pending eligibility for one hour of CE credit toward the CIMA® and CPWA® certifications, CFP® CE and PACE credit toward the CLU® and ChFC® designations, and it is eligible for live CPA CPE credit.

The Impact of Asset Allocation On Retirement Income

Trade-offs in retirement using two popular withdrawal strategies. How much is withdrawn from a retirement portfolio each year is obviously influenced by the asset allocation of the portfolio, but just how much? And what are the trade-offs in choosing to build an aggressive or conservative retirement portfolio?

A4A members must log in to view the full article, which is reprinted with permission from the American Association of Individual Investors. © 2021.

Low-Expense Investing Course By Craig Israelsen 

This learning objective of this monthly series of classes by Craig Israelsen, Ph.D., since inception in April 2009, is to teach professionals advising clients on tax, financial and investment planning how to build low-expense broadly diversified core-portfolios, applying modern portfolio theory statistical techniques and quantitative financial economic analysis. 

Although each class teaches a solution to one of a broad array of investment problems practitioners face every day, the main point of each class targets fiduciary practices on designing broadly diversified core portfolio models for 10-basis points, employing indexes and ETFs, and earning fees for personal tax and financial planning services, or specialized investment advice.

Craig Israelsen, Ph.D., began teaching this course about low-expense investing on Advisors4Advisors in April 2009. All his classes are archived for members to view.

For three decades, Craig has helped define best practices in managing portfolios. Since 1996, he publishes his research monthly in Financial Planning magazine. He's also been a longtime contributor to AAII Journal. Craig also has taught about family financial management at universities for over three decades. He's currently Executive-in-Residence in the Financial Planning Program at Utah Valley University and teaches classes toiard  earning a CFA charter.  

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