Is the 'passive versus active' argument flawed?BY GRANT PEARSON | WEDNESDAY, 25 OCT 2023 9:55PMThis managed fund comparison is often accepted on face value but is it valid? In the world of investing, the 'Passive versus Active' debate has raged for years. The prevailing ... Get articles like this delivered to your email - Sign up for the free weekly newsletter More Articles |
Latest News
Advice take up falls amid decade-low retirement confidence
|While demand for financial advice is apparently the highest it's ever been, the number of people actually seeking it has dropped.
Fair Work ruling, ASIC put offshoring arrangements on notice
Fair Work Australia's (FWA) recent ruling in favour of a Philippines-based worker to bring an unfair dismissal case against the former employer could serve as a warning for financial services firms who rely on offshoring, as the corporate regulator also flexes its muscle on these arrangements.
Insignia Financial eyes 'most efficient' title by 2030
Insignia Financial is hoping artificial intelligence (AI) and a direct-to-consumer superannuation push will see it become Australia's "leading and most efficient" wealth manager and save $200 million per annum by 2030.
HNWIs demand alternatives, platforms lack access
As high-net-worth (HNW) investors increasingly demand alternative assets, platforms are failing to facilitate access to these opportunities, according to Praemium.
Further Reading
Cover Story
FS Power50: Stay open-minded and learn from others
AMANDA RAGKOUSIS
SENIOR FINANCIAL ADVISOR
VIRIDIAN ADVISORY PTY LTD
SENIOR FINANCIAL ADVISOR
VIRIDIAN ADVISORY PTY LTD
This year's Power50 is a broad mix of familiar and fresh faces, all doing their bit for their clients, their community, and their colleagues, as selected by their peers. Viridian Advisory senior financial adviser Amanda Ragkousis is committed to nurturing a culture of continuous learning and growth in the financial realm.
Interesting article thank you.
1. Yes, but which active funds to choose? Isn't that the entire point...that picking the winner is virtually impossible consistently.
2. Vanguard provide this.
3. Only 20% outperform? I think that's pretty low.
4. How does a fund manager know the investors underlying risk and volatility appetite? They don't, but they manage to a certain level and allow the investor to choose (which is similar to an index fund)
5. If the index has excluded companies, then the index fund will too. There are plenty of non-ESG active funds.
6. What is the measure or benchmark of success for these specific funds?
7. Index funds generally allow greater access to diversification at a cheaper price.
Just my thoughts though.