Investment Podcast 16 – Index vs Active

Produced By: Ensombl

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Technical Competence Client Care & Practice Professionalism and Ethics 0.60 CPD Pts

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Quiz

Podcast

Investment Podcast 16 – Index vs Active

Quiz

The quiz will appear once you’ve completed the podcast.

Complete the quiz to earn 0.60 CPD points.

1. Which of the following factors is a key consideration in using passive funds within a portfolio?

The ability to identify market timing opportunities
Low-cost, broad market exposure
High allocation to speculative asset classes

2. What is the primary role of advisors during periods of market volatility according to the discussion?

Encourage clients to switch to riskier assets
Provide reassurance and discourage panic
Reduce all exposure to equities

3. When comparing active and passive strategies, which market is identified as being more difficult for active managers to consistently outperform?

International equities
Australian small caps
Fixed income

Details

In this episode, host James Whelan is joined by Vanguard Investment Strategist Libby Newman and Morningstar Chief investment Officer Matt Wacher, to compare and contrast active and index investment styles. Looking beyond the typical one versus the other narrative, our trio explore the dynamics of each style, and the economic and market cycles in which each style can shine. Taking a trip through time and around the world, our experts demonstrate how the two styles can complement each other to deliver superior client portfolio outcomes.

Accreditation Points Allocation:

Technical Competence 0.3

Client Care and Practice 0.2

Professionalism and Ethics 0.1

Learning Outcomes

The goal of this content is to broaden the learner’s understanding of how to:

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Investment Podcast 16 – Index vs Active

Podcast

Investment Podcast 16 – Index vs Active

Quiz

Details

Learning Outcomes

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