Ben Felix | Does Active Management Work For Institutional Investors? @BenFelixCSI | Uploaded June 2018 | Updated October 2024, 1 hour ago.
Anyone who has been watching my series will know that I do not recommend active management for the average investor. Over-complication of your investments incurs fees that can easily be avoided. But does the same go for institutions? With access to some of the most brilliant financial minds and exotic assets, they have long been involved in active management. But are they benefiting from this technique?
I'll explain what the data tells us in today's episode of Common Sense Investing. Be sure to subscribe for more videos like this one.
Referenced in this video:
SPIVA® Institutional Scorecard: How Much Do Fees Affect the Active Versus Passive Debate? - ca.spindices.com/documents/spiva/research-spiva-institutional-scorecard-how-much-do-fees-affect-the-active-versus-passive-debate-year-end-2016.pdf
commonfund.org/wp-content/uploads/2018/01/2017-NCSE-Press-Release-FINAL-IMMEDIATE-RELEASE.pdf
Wall Street Fees, Investment Returns, Maryland and 49 Other State Pension Funds - mdpolicy.org/research/detail/wall-street-fees-investment-returns-maryland-and-49-other-state-pension-funds
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Visit PWL Capital: goo.gl/uPcXg7
PWL Capital Blog Post: pwlcapital.com/does-active-management-work-for-institutional-investors
Follow PWL Capital on:
- Twitter: twitter.com/PWLCapital
- Facebook: facebook.com/PWLCapital
- LinkedIn: linkedin.com/company-beta/105673
Follow Ben Felix on
- Twitter: twitter.com/benjaminwfelix
- LinkedIn: linkedin.com/in/benjaminwfelix
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Video channel management, content strategy & production by Truly Inc.
- Website: trulyinc.com
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Anyone who has been watching my series will know that I do not recommend active management for the average investor. Over-complication of your investments incurs fees that can easily be avoided. But does the same go for institutions? With access to some of the most brilliant financial minds and exotic assets, they have long been involved in active management. But are they benefiting from this technique?
I'll explain what the data tells us in today's episode of Common Sense Investing. Be sure to subscribe for more videos like this one.
Referenced in this video:
SPIVA® Institutional Scorecard: How Much Do Fees Affect the Active Versus Passive Debate? - ca.spindices.com/documents/spiva/research-spiva-institutional-scorecard-how-much-do-fees-affect-the-active-versus-passive-debate-year-end-2016.pdf
commonfund.org/wp-content/uploads/2018/01/2017-NCSE-Press-Release-FINAL-IMMEDIATE-RELEASE.pdf
Wall Street Fees, Investment Returns, Maryland and 49 Other State Pension Funds - mdpolicy.org/research/detail/wall-street-fees-investment-returns-maryland-and-49-other-state-pension-funds
------------------
Visit PWL Capital: goo.gl/uPcXg7
PWL Capital Blog Post: pwlcapital.com/does-active-management-work-for-institutional-investors
Follow PWL Capital on:
- Twitter: twitter.com/PWLCapital
- Facebook: facebook.com/PWLCapital
- LinkedIn: linkedin.com/company-beta/105673
Follow Ben Felix on
- Twitter: twitter.com/benjaminwfelix
- LinkedIn: linkedin.com/in/benjaminwfelix
------------------
Video channel management, content strategy & production by Truly Inc.
- Website: trulyinc.com
- Twitter: twitter.com/trulyinc