Active versus Passive Management

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· Wiley Global Finance Executive Select Book 145 · John Wiley & Sons
3.7
3 reviews
Ebook
256
Pages
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About this ebook

The active versus passive debate is a contentious issue. Filled with concrete evidence and comprehensive money management strategies, this chapter from The Only Guide You'll Ever Need for the Right Financial Plan delves into the case for passive investing over active investing. You can do so by investing in passively managed investment vehicles like index funds and passive asset class funds. You are virtually guaranteed to outperform the majority of both professionals and individual investors. Written for savvy investors and advisors, this chapter helps you:
  • Integrate a passive investing strategy
  • Maintain your portfolio's risk portfolio in a tax-efficient manner
  • Determine the difference between the theories of efficient versus inefficient markets
  • Make cost-effective investment decisions

From Larry Swedroe, the author of the bestselling series of "The Only Guide" investment books, with Kevin Grogan and Tiya Lim, this chapter helps you integrate diversification, low turnover, and asset allocation into one plan that meets the needs of a unique situation.

Ratings and reviews

3.7
3 reviews
Anil Das
December 16, 2020
AAA
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About the author

LARRY E. SWEDROE is Principal and Director of Research for The Buckingham Family of Financial Services, which includes Buckingham Asset Management and BAM Advisor Services. Buckingham Asset Management manages more than $2 billion in assets for individuals, businesses, trusts, not-for-profits, and retirement plans. BAM Advisor Services provides turnkey asset management services for more than 120 registered investment advisor firms and manages or administers more than $9 billion in assets. Swedroe has held executive level positions at Prudential Home Mortgage, Citicorp, and CBS. He frequently speaks at financial conferences throughout the year and writes the blog “Wise Investing” for CBS MoneyWatch.com.

KEVIN GROGAN is an Investment Advisor Associate for The Buckingham Family of Financial Services.

TIYA LIM is an Investment Strategy Manager for The Buckingham Family of Financial Services.

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