Is There Still a Role for Active? Keys to a Successful Active Strategy | Date: | Thursday, April 20, 2017 | | Time: | 2:00 p.m. ET | | Duration: | 60 minutes |
Approved by the CFP Board & CIMA for 1 CE credit |
Sponsored by:
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Hello John, More and more investors are shifting their portfolios to include a higher percentage of index funds. Low-cost actively managed funds can still be a key component of a balanced, diversified portfolio. In this timely webinar, we’ll explore the elements of a successful active strategy, a critical factor advisors can use to identify successful active managers, and key questions to help determine a client’s optimal asset allocation. Moderator:  |
John Swolfs
Director of Conference Content
Inside ETFs
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Panelists:  |
Douglas Grim
Senior Investment Strategist
Investment Strategy Group, Vanguard
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Daniel Wallick
Principal
Investment Strategy Group, Vanguard
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