There's Still a Role for Active

Approved by the CFP Board & CIMA for 1 CE credit

Dear John,

More and more investors are shifting their portfolios to include a higher percentage of index funds. However, low-cost actively managed funds can still play a key role in 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

Panelists:

Douglas Grim Senior Investment Strategist Investment Strategy Group, Vanguard

Daniel Wallick Principal Investment Strategy Group, Vanguard