Index Versus Actively-Managed Fund Portfolios; Results Of A Study For Long-Term Investors

Index Versus Actively-Managed Fund Portfolios; Results Of A Study For Long-Term Investors
Rick Ferri
11/01/13 4 PM EST
IWI
Program Id: 354469753
4.7
Average Attendee Rating
Poor Average Excellent
 
Although the success of investing across all asset classes in low-cost index funds has been widely documented, few researchers have compared the performance of a diversified portfolio of index funds versus a diversified portfolio of actively-managed funds.
 
This webinar will announce the results of a new study of two distinct portfolio strategies: a low-cost market-tracking index-fund portfolio versus an actively-managed fund portfolio.
 
The results strongly support the case for an all-index fund approach to long-term investing, which has practical implications to practitioners aiming for the highest probability of success in helping clients achieve financial goals. 
  
At this webinar, you will learn:
  
  • why actively-managed fund portfolios do not perform better on a risk-adjusted basis.
  • why a portfolio of index funds has a greater probability for success than individual index funds.
  • why the case for an all index fund portfolio grows more compelling as the holding period expands.
  • the benefits of adding asset classes.
  • why using two or more active funds per asset class hurts active-fund investors.
  • how to position your firm in the marketplace. 
Richard (Rick) is responsible for research and education at Portfolio Solutions®, and is also a member of the firm’s investment committee. Rick has over 20 years of experience in the investment industry including more than 10 years as a financial consultant at two major Wall Street firms. Rick graduated from the University of Rhode Island with a B.S. degree in business and from Walsh College with an M.S. degree in finance. He has also earned the Chartered Financial Analyst (CFA) designation. Rick has published extensively including six books on low-cost investing using index funds and ETFs. Prior to entering the financial industry in 1988, Rick was an officer in the Marine Corps where he flew fighter aircraft. He retired from the USMC reserves in 2001.
 
You can learn more about Rick and read his biweekly blog postings on low-cost investing strategies at www.RickFerri.com.

 

Note: This webinar is eligible for IMCA® credit.


More than 50 hours of CFP® CE credit and more than 100 hours of Investments & Wealth Institute® credit on replays available 24/7 to paying members ($120 annually) of
Advisors4Advisors.com. CPAs are eligible to receive CPE for attending live webinars only. To learn how to receive continuing professional education credit viewing webinar replays, please see our detailed instructions.

User reviews

59 reviews

 
(34)
 
(21)
 
(4)
2 stars
 
(0)
1 star
 
(0)
Rating 
 
 
4.7  (59)
Already have an account? or Create an account
View all reviews View most helpful
(Updated: October 31, 2013)
Rating 
 
 
5.0

-

Was this review helpful to you? 
(Updated: October 31, 2013)
Rating 
 
 
5.0

-

Was this review helpful to you? 
(Updated: October 31, 2013)
Rating 
 
 
5.0

-

Was this review helpful to you? 
(Updated: October 31, 2013)
Rating 
 
 
5.0

-

Was this review helpful to you? 
(Updated: October 31, 2013)
Rating 
 
 
5.0

Excellent. Would like to hear more from Rick with his research.

Was this review helpful to you? 
View all user reviews