Breakout C: The Blurred Lines Between Active and Passive
Overview
Daniel Berkowitz, CFA, Investment Analyst, Vanguard
This session will discuss a recently published framework for combining active and passive investments in a portfolio and will highlight the case for indexing and the case for active managers in portfolio construction. We will also discuss common myths and misperceptions around the active versus passive decision and explain factors that can help investors determine an appropriate mix between them.