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Active Versus Passive Investing: Why They Aren’t Mutually Exclusive

Session Speakers
Session Description

Why Attend
Better understand the benefits of passive and active investing strategies, and how both can be used successfully in a portfolio.

Session Details
For most clients, a low-cost passive strategy such as an S&P 500 index fund makes sense for a portion of their assets. Other clients prefer to work with an active manager seeking to outperform the market. This requires  developing a long-term strategy clients can understand and stick with amid market volatility. In a thought- leadership session, a subject-matter expert will discuss:

  • The benefits of diversifying with passive and active strategies to deliver optimal risk-adjusted returns and manageable volatility
  • The importance of a sound, long-term investment process that will help you avoid pitfalls
  • How to develop a disciplined and repeatable investment strategy

Additional Information
CPE-1.5 hrs, CIMA-1.5 hrs, CE-1.5 hrs
Education Session
1h 15m
Sponsored By


Booth: 333
Session Schedule