Podcasts about active funds

Welcome to the world of index funds and ETFs. Thanks to diversified holdings, lower costs and higher accessibility passive investments have really caught the fancy of investors in the last few years. They have grown at a CAGR of 55% in the last five years. Passive assets are expected to account for 40% of overall assets in India by 2027 up from 13% in 2022. Tune in to this episode as ET’s markets editor Nishanth Vasudevan, Pratik Oswal, head of passive business, Motilal Oswal and Feroze Azeez, deputy CEO, Anand Rathi take you through the fascinating new wave of investments. You can follow our host Nishanth Vasudevan on his social media: Linkedin & Twitter Catch the latest episode of ‘ET Wealth & Beyond’ on etwealthandbeyond.com, Spotify, Apple Podcasts, JioSaavn, Amazon Music and Youtube. About ET Wealth & Beyond: In partnership with The Economic Times, BSE presents the "Wealth and Beyond" podcast, a six-episode series designed to demystify the rules of investor engagement, awareness, and protection. As retail investor participation surges, navigating the complexities of securities markets and making well-informed decisions is critical. This series will feature renowned market experts, who will share insights on The Art of Investing, Traps of Tip Trading, Navigating Futures and Options and more. By addressing these key topics, this podcast series aims to equip retail investors with the knowledge and tools they need to protect their investments and thrive in today’s markets. As securities markets evolve and the number of retail investors skyrockets, there is a need for greater awareness around investor rights, market structures, and the growing array of investment products. Investors today have access to a variety of information channels but are often exposed to unsolicited advice and promises of quick gains, leading to potential pitfalls. This series will help Educate Investors, Promote Market Integrity, Enhance Market Confidence. Tune in to the "Wealth & Beyond" podcast series and empower yourself with the knowledge to navigate today’s financial markets responsibly. About BSE: BSE Ltd., India’s leading exchange group, is celebrating its 150th year anniversary this year. BSE has been playing a prominent role in developing the Indian capital market. BSE is a corporatized and demutualized entity, with a broad shareholder base. BSE provides an efficient and transparent market for trading in multiple asset classes including, equity, equity derivatives, currency derivatives, commodity derivatives, interest rate derivatives, SME, startups and debt instruments.See omnystudio.com/listener for privacy information.

Continuing our "Better with my Finance-Sis" Mini-Series, in part 2 we talk all about Funds! But not just the different types of investment funds, also the difference between Passive and Active Funds. Passive Funds vs Active Funds What is a passive fund? Passive funds usually have lower expense ratios, with a more simplified investment strategy and less involvement of fund managers (or they can also be managed by computers).  They do still follow a benchmark and aim to deliver returns with that benchmark, and are still subject to 2 important items we need to cover called: expense ratio and tracking error.  Tracking Error Defined:  Tracking error is a measure of how closely a portfolio follows the index to which it is benchmarked. Expense Ratio Defined: The expense ratio is how much of a fund's assets are used towards administrative and other operating expenses. Because an expense ratio reduces a fund's assets, it reduces the returns investors receive. What is an active fund? Active funds typically feature higher expense ratios, attributed to the fund manager's in-depth research, analysis, and management efforts. Funds We Discuss: Money Market Funds Mutual Funds Target Date Funds ETFs - Exchange Traded Funds Fixed Income Funds ✨ Follow Jacey Saige on ⁠⁠TikTok⁠⁠ and ⁠⁠Instagram⁠⁠ ✨ ✨ Follow Jess Inskip on TikTok and Instagram ✨ ✨ Follow Jessie DeNuit on TikTok and Instagram ✨ Still Have More Questions or a Comment? 

In the U.S., passive investing has become more popular than active investing——what's next for the long-running trend? Today's Stocks & Topics: T - AT&T Inc., DIS - Walt Disney Co., Relative Strength, Corporate Governance, HIMS - Hims & Hers Health Inc., TDOC - Teladoc Health Inc., MSFT - Microsoft Corp., Reverse Repo Facility (RRP).Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

In this episode of First Look ETF, Stephanie Stanton @etfguide analyzes new actively managed ETFs from GMO, USCF Investments and Zacks Investment Management. The newly launched ETFs for our November episode use active investment strategies linked to commodities and stocks. The guest lineup for this episode includes:1. Douglas Yones, ChFC, Head of Exchange Traded Products at NYSE2. John Love, CFA & President & CEO at USCF Investments 3. Tom Hancock, Head of GMO Focused Equity & Portfolio Manager 4. Sal Esposito, Head of ETF Products at Zacks Investment Management**********First Look ETF is sponsored by the New York Stock Exchange*Learn more at http://www.ETFCentral.comWatch us on YouTube (Link http://www.youtube.com/etfguide)Follow us on Twitter @ETFguide (Link https://twitter.com/etfguide)Visit us at ETFguide.com (https://www.etfguide.com)

Tune in to hear:- How did Kurt grow TownSquare in a span of about 5 years and to what does he attribute this meteoric rise?- How does Kurt Brown believe that their OCIO function can help wire house advisors make the transition to independence?- When should investors look for passive vs. active exposure and how can we avoid paying extra for those who are being deceptive and marketing effectively passive management as active?- In the current market we are in, which is of course a little volatile, how would Kurt encourage people to think about active vs. passive management?- How can we better manage our tax alpha?https://www.townsquarecapital.com Compliance Code: 2049-OAS-10/28/2022 

In this episode of Retirement Unlimited, Randy dives into “Active Funds Are On Top Again. Can It Last?” in the Retirement Update. Next, Randy reviews “Why This is Not the 70s” and “Stocks Break Their Losing Streak. Is the Bear Really a Bull?” in Tactical Asset Management. Enjoy!

In this episode, we look the pros and cons of both sides of the passive or active investment argument. We review the historical performance of average active manager to the index that they track and explore why they under or overperform.

In this episode, you will learn how active mutual funds work. Book an investment consultation Listen to the podcast till the end. Follow me: Instagram: @anujv21 Fiverr: @anujvohra

Check out 'Concentration vs Diversification' on YouTube. Welcome to a special episode this week with Kristen Lunmen and Rupert Carlyon about Managed funds vs individual shares – which strategy is best?It would be far easier if there was just one way to invest, but there isn't. Sometimes it's an either or type thing, but with today, it's more about a spectrum: You may gravitate more towards managed funds if you prefer to put your faith in the compounding effect of the market, or you may gravitate towards shares, where you put your faith behind a specific company or small group of them I think investing in managed funds and individual shares to some degree, can make sense for many of us who aren't meant to be at the extreme ends of that spectrum. ___________________________________________________________The NZ Everyday Investor is brought to you in partnership with Hatch. Hatch, let's you become a shareholder in the world's biggest companies and funds. We're talking about Apple and Zoom, Vanguard and Blackrock.So, if you're listening in right now and have thought about investing in the US share markets, well, Hatch has given us a special offer just for you... they'll give you a $20 NZD top-up when you make an initial deposit into your Hatch account of $100NZD or more. Just go to https://hatch.as/NZEverydayInvestor to grab your top up. __________________________________________________________________Like what you've heard?You can really help with the success of the NZ Everyday Investor by doing the following:1- Follow the NZ Everyday Investor on Clubhouse.2- Write a review on Facebook, or your favourite podcast player3- Help support the mission of our show on Patreon by contributing here4- To catch the live episodes, please ensure you have subscribed to us on Youtube: 5- Sign up to our newsletter here6-Tell your friends!NZ Everyday Investor is on a mission to increase financial literacy and make investing more accessible for the everyday person!Please ensure that you act independently from any of the content provided in these episodes - it should not be considered personalised financial advice for you. This means, you should either do your own research taking on board a broad range of opinions, or ideally, consult and engage a financial adviser to provide guidance around your specific goals and objectives.If you would like to enquire around working with Darcy (financial adviser), you can schedule in a free 15 min conversation just click on this link______________________________________________________________________

Another special episode after Don discovers that the weekend show on KOMO was not recorded. We head back to our large quantity of questions. Since they're written, utilize AI to act as readers to ask:Does it make sense to use I-Bonds in stead of tax-free bonds?What's wrong with paying taxes from an IRA when converting to a Roth?When to sell overpriced mutual fund "C" shares?What should be done with a strange mix of actively managed mutual funds?  

The passive versus active debate has been raging for many years, but it seems active funds could come out tops going forward as analysts note that expensive markets and the prospect of increased volatility means it will be difficult for passive funds to beat actively managed products. Business Day TV discussed this in detail with Ninety One's Deputy MD, Sangeeth Sewnath.

In this episode of Capital Topics, James Parkyn, François Doyon La Rochelle and Raymond Kerzérho discuss the following portfolio management and financial planning subjects: In the news: The outbreak of Initial Public Offerings The Passive Vs. Active Fund Monitor Good advice of the day: “Reading Financial News: The Top Ten Avoidable Distractions!” Listener's question: “Should I borrow against my home equity line of credit to invest in the markets?” Links: The Passive Vs. Active Fund Monitor Reading Financial News: The Top 10 Avoidable Distractions

Active fund managers use their skill and experience to pick which stocks to invest in. An alternative to active investing is to invest in low-cost index funds. One criticism of index funds is that they blindly invest in a broad index which might not always make sense. Index funds participate in the highs and lows. This led me to consider how well actively managed funds did last year.Last year’s share market opportunitiesBetween 1 January 2020 and mid-March, the international share index (MSCI World ex-Australia hedged to AUD) fell by approximately 20%. By the end of the 2020 calendar year, the international share index bounced back by around 40% (between mid-March and Dec 2020) to finish the full calendar year up by around 11%.The Australian market didn’t fare as well, but its volatility was still high. The Australian share index (ASX300) fell by approximately 27% to mid-March and then bounced back by almost 33% between mid-March and the end of 2020 calendar year. It finished the 2020 calendar year in a minor loss position (down about 3%).But this is only part of the story. The market’s reaction to Covid created some obvious long term investing opportunities for active investors as some sectors were punished a lot more than others. These include oil and gas, airlines, travel and tourism, real estate and banking.Active fund managers and investors should outperform in a bear marketIn a bull market, almost all stocks are rising so investing in a broad index should capture most of these returns. Logic would have us believe that a bear market probably creates opportunities for active investors. For example, at the heights of covid lockdowns last year, technology stocks were the best performers. But as the vaccines immerged, the sectors that were more severely punished began to recover strongly. As such, and admittedly, with the benefit of hindsight, an active manager could have been overweight tech for half of 2020 and then switched to the recovering sectors for the remaining half of the year. This approach would have outperformed the index.Certainly, we are all wiser in hindsight, and perhaps it’s a little bit unfair to undertake this analysis. However, the point I am attempting to make is that if you pay an active manager higher fees, isn’t it reasonable to expect that they will outperform in such a volatile market?How did active managers do last year?US based index firm, S&P Dow Jones Indices prepares the Standard Poor's Index Versus Active (SPIVA) report every 6 months. It compares the investment performance generated by all active managers to the index, to calculate the proportion of active managers that failed to beat their relevant index. The table below summaries the results for the 2020 calendar year.CountryProportion of active managers that failed to beat the index in 2020USA60%Australia56%Japan54%Europe37%Source: SPIVA reportApart from Europe, more than half of active fund managers failed to beat the index in a year that presented a lot of opportunity to do so.Longer term performance however is more compelling. Generally, over any 5 year period, approximately 75% to 80% of active fund managers fail to beat the index. And of the 20% to 25% of active managers that do beat the index, it’s not the same managers each year. In fact, data shows that less than 10% of outperforming managers can outperform for more than 2 years in a row. Outperformance is usually short-lived.A lot of active fund managers are index huggersMany active managers are scared to under-perform the index, because it’s not good for their business (less people want to invest with them). As such, they tend to construct their portfolios to closely replicate the index, to minimise the risk of under-performing it. This is called index hugging. But why would you want to pay an active manager between two and ten times more in investment fees just to replicate an index? Of course, you wouldn’t (and you shouldn’t!).Similarly, actively managed funds rarely go to cash because if they are not fully invested in the market when it takes off, they will miss all the returns. But perhaps, if you are paying high fees for an active manager, maybe you want them to reduce their investment exposure in some markets.A recap on the benefits of active versus rules-based investingRules-based investing includes traditional index funds and factor-based investing. It differs from actively managed funds in that they don’t pay portfolio managers a lot of money to make subjective decisions. Instead, they use rules-based, quantitative methodologies. There are four main advantages to this:1. Better investment returns – as noted above, index funds tend to outperform the vast majority of actively managed funds. And it eliminates the ‘risk’ of picking which active manager to use.2. Lower fees – active managers tend to charge fees in the range of 1.0% to 1.5% p.a. However, index fund fees tend to be in the range of 0.2% and 0.4% p.a. – some are as low as 0.04% p.a.3. Lower tax – index funds tend to be more tax-efficient because their turnover of stocks is lower (less buying and selling) and therefore less realised gains. Maximising your capital growth in return for minimising income means you pay less tax each year.4. Very diversified – index funds tend to be very diversified and the level of diversification (or lack of concentration risk) is the common thread in methodologies that tend to produce better returns. For example, Vanguard’s international index fund holds over 1,500 individual stocks. Almost all active funds hold less than 100, often fewer.If the ‘experts’ can’t do it, what chance do you have?There is a huge body of evidence that demonstrates that adopting a rules-based approach when investing in the share market is likely to generate better returns net of fees and taxes. That is not to say that it will beat every active manager, every year. Of course, there are always exceptions to every rule. But if you want the highest probability of generating good returns (and therefore accept lower investment risk), rules-based investing is the way to go.In addition, what 2020 has proved (yet again) is that if you invest in share markets, you must be prepared for volatility. Typically, there’s a big volatility event every decade and smaller events every two to three years. The best thing to do when this happens is to close your eyes (and ears) and focus on long term outcomes. If you can’t do that, then maybe share market investing isn’t suited to you.

Tom and Don explore how "investors" react to news and events and explain how your fiscal feelings can hurt you.We start with Elon Musk's recent appearance and the effect it had on the price of Dogecoin. Then we go on to look at variety of other behaviors that can harm you financially.A listener looks for advice and worries that Dave Ramsey's investing advice may not be the best idea.

Timi from @mrmoneyjar becomes the first person to make his second appearance on The Making Money Simple Podcast to discuss all things index funds. Timi starts us off with the basics and breaks down exactly what index funds are, before we move onto discussing the pros and cons of using index funds when investing. Ultimately, index funds 'track the market' and are low cost in comparison to active funds that try to 'beat the market' and are higher fee. Aside from this pro, other pros include that index funds are very passive and hands-off investments with the goal being to buy consistently, and buy and hold for the long term, to one day live off of our investments. We move onto discuss index funds vs active funds in more detail, drawing on Jack Bogle's wisdom from The Little Book of Common Sense Investing which showed that over a 45+ year period 80% of active funds didn't only not beat the market... they no longer existed. Listen to the full episode as we discuss index funds and active funds in detail and explain why index funds are the easiest, and arguably the best, way to invest for the long term.

Timi from @mrmoneyjar becomes the first person to make his second appearance on The Making Money Simple Podcast to discuss all things index funds. Timi starts us off with the basics and breaks down exactly what index funds are, before we move onto discussing the pros and cons of using index funds when investing. Ultimately, index funds 'track the market' and are low cost in comparison to active funds that try to 'beat the market' and are higher fee. Aside from this pro, other pros include that index funds are very passive and hands-off investments with the goal being to buy consistently, and buy and hold for the long term, to one day live off of our investments. We move onto discuss index funds vs active funds in more detail, drawing on Jack Bogle's wisdom from The Little Book of Common Sense Investing which showed that over a 45+ year period 80% of active funds didn't only not beat the market... they no longer existed. Listen to the full episode as we discuss index funds and active funds in detail and explain why index funds are the easiest, and arguably the best, way to invest for the long term.

Index Funds vs Active Management, todays episode will cover the M1 Finance Portfolio Update. I will talk about the Boglehead/Factor index fund portfolio that I created. I will also share my views on growth and value investing, why I stopped buying large cap growth and now buy small cap value instead.   Lastly I will go over a Forbes article that has really rubbed me the wrong way. It talks about whether evidence based investing is actually valid at all. The article makes a case for actively management funds over index funds, so naturally I will unpack all that and a bunch more.   Article I was referring to in the video: https://www.forbes.com/sites/forbesfinancecouncil/2020/11/03/always-looking-back-evidence-based-investing-tells-you-whats-behind-not-whats-ahead/?sh=2db0a2c4634f  BECOME A PRIVATE MEMBER  ► https://www.youtube.com/channel/UC23tIWBGB9XnWqtR1CtIL7g/join  M1 FINANCE ACCOUNT SIGN UP (GET $10 FOR A LIMITED TIME ONLY) ► https://m1.finance/-cboKBQaTUCh  WEBULL ACCOUNT SIGN UP (GET TWO FREE STOCKS LIMITED TIME ONLY) ►  https://act.webull.com/k/dsPH9AJFJLEi  MY M1 FINANCE PIE ► https://m1.finance/YmcRiVHTjjXo  THE MOKI FINANCE SHOW PODCAST ► https://anchor.fm/mokifinance  CONTACT ME  ► mokifinance@gmail.com   Tags: #m1finance #indexfunds #investing  Sources: https://www.fidelity.com  https://www.portfoliovisualizer.com  https://www.morningstar.com  *Official Disclaimer*   I am not a financial advisor, these videos are not financial advice. The purpose of these videos is to document my personal investing journey and hopefully entertain you in the process. Please do not take any of this as financial advice and always consider the risks before investing.    Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, I may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. --- Support this podcast: https://anchor.fm/mokifinance/support

The passive vs active debate has been raging for years now, and the passive side seems to be winning - well at least in SA with almost three quarters of local active funds failing to beat their benchmark index in the first half of the year. Sangeeth Sewnath from Ninety-One talks to Business Day TV about the performance of SA's active funds

In this episode (aired on 10/18/20), host Ron DeLegge shares a 2020 update on active managers vs. indexes. Guess who's winning? Also up, Ron talks about performance trends across global financial markets and ETFs mentioned in this episode include GLD, NUGT, JNUG, BND, DGRO, DGRW and more! Follow the show on Twitter @ IndexShow and order Ron's latest book "Habits of the Investing Greats" https://www.amazon.com/gp/product/B07T2PJDN3/ref=dbs_a_def_rwt_bibl_vppi_i0

Active management. Commissions. High fees. With so many inexpensive 529 education plans is there any need for Scholar's Choice from Legg Mason? 

Classic 1027 — Warren Ingram, the co-founder of Galileo Capital, recently wrote a provocative column that, one suspects, will not see him making the Christmas card list of a few SA fund managers this year. Michael Avery talks to him about why he has changed his view on paying fund managers to buy shares on the JSE. His answers will surprise you

Damien Fahy of moneytothemasses.com talks to Andy Leeks about money. On this week's show Damien gives some insight on some recent research that he conducted for 80-20 investor members and the results might surprise you.  Lauren makes her podcast debut this week as she puts some listener questions to mortgage expert Will from Habito. Finally, Andy shares a money tip after succeeding in his attempts at DIY. Damien's Money MOT - Take yours today 80-20 Investor - Click here to find out more about Damien's 80 20 Investor service Pension Calculator Millennial Money

In this episode, we take a question on the differences between Vanguard Wellesley and their Life Strategy funds and discuss the active and index funds. A caller walks us through his portfolio to find out of he is on track for a comfortable retirement.

The questions rolled in to 855-935-TALK and they're really good. In today's all question episode (recorded late in the evening), Don answers questions about the accuracy of securities prices, determining if a fund is passive or active, and how to invest outside of retirement plans.

In this episode, Tom and Don wonder why baby boomers are not saving and are concerned about people running out of money in their old age? Also, why are callers suddenly obsessed with actively managed funds? Ask us your questions, we’re here to help! Getting involved with managed funds. US economy versus other economies in the world. The long decline of Japan’s market and the Nikkei. Small cap value funds. Surveys show baby boomers today haven’t saved much. Running out of money in your old age. How to invest your money in stocks and securities & companies broadly diversified. Investing while staying within your comfort level of risk. Financial Fysics on Amazon – https://www.amazon.com/Financial-Fysics-Money-Investing-Really/dp/1453898557 Vestory — https://vestory.com/ Vanguard — https://investor.vanguard.com/corporate-portal/

Tom and Don dissect Paul Merriman’s article about accumulative investments and again confirm the power of compounding and patience! They talk to callers about the pros and cons of actively managed funds, why index funds are still a good way of investing your money and why you should be skeptical of the perplexing zero cost funds. We also touch on retirement money and the tax considerations when it comes to switching funds, always keeping your best interests at the forefront of the conversation. The payback of keeping money in an accumulative investment despite ups and downs. Weighing up low cost index funds against actively managed mutual funds. Thoughts on investing in Vanguard’s Wellesley Income Fund and STAR Fund. The misconceptions around active investing versus passive and index investing. Find out why you have to be uncomfortable around free funds. The only time it might make sense to touch your retirement money. Tax implications for rolling over a traditional IRA into a Roth IRA. Vestory — https://vestory.com/ Warren Buffett — https://www.forbes.com/profile/warren-buffett/#167f8a646398 Paul Merriman — https://paulmerriman.com/ Vanguard — https://about.vanguard.com/ Fidelity — https://www.fidelity.com/ TIAA-CREF — https://www.tiaa.org/public

Initial appearances can be deceiving. Even an active mutual fund that looks like it's beating its benchmark usually isn't when you take risk and volatility into account. Don reads a note from a listener who finally understands just what it means to be a real investor. Built into the above is a definition of standard deviation.

Is it possible that "dumb" index investments (that regular people use) might be smarter than the "smart" money managers (that "special" people use)? Weren't active money managers supposed to shine in the next negative market? Plus, should an old 401k be rolled into an IRA or the new 401k?

Top performing money managers respond to the popularity of passive index investing. WEALTHTRACK # 1411 broadcast on September 1, 2017. --- Support this podcast: https://anchor.fm/wealthtrack/support

Damien Fahy of moneytothemasses.com talks to Andy Leeks about money. This week Damien talks about some recent research he conducted regarding active versus passive funds. Damien also gives 10 top tips for a healthier Work / Life balance (and it is surprising how many of them can be used to help your finances) 80-20 Investor - Click here to find out more about Damien's 80 20 Investor service. The One Giant Leap Podcast - Click to check it out Money Farm (Click To Try for Free) (Don't forget to use the exclusive code MTTM20K to get an extra 10k fee free) MTTM Investment Calculator - The best investment calculator on the web

Ian Morley, Chairman of Wentworth Hall Consultancy says the Active Funds vs. Passive Funds is a major debate, but at the same time it is a non-issue. Morley compares the two from different angles based on costs for the investor, past performance during different market conditions. Morley says as of now the market isn’t at healthy levels and is overvalued as per most fundamental metrics. Listen to the full segment for more info on Active and Passive funds and the next move in the markets. #ActiveFunds, #PassiveFunds, #investing, #trading, #markets, #fundamentals, #macro

Damien Fahy of www.moneytothemasses.com talks to Andy Leeks about money. This week Damien welcomes our new sponsor Money Farm (Click the link below to find out more - it's exciting stuff) Damien also explains how you can keep your cheap tracker mortgage (even when the lender is desperate to take it off of you) and Damien talk about the new pension calculator that he has created (and podcast listeners get an exclusive first look) Money Farm (Click To Try for Free) (Don't forget to use the exclusive code MTTM20K to get an extra 10k fee free) The Best Pension Calculator On The Web - Try it now 80 20 Investor - Click here to find out more about Damien's 80 20 Investor service.

Jonathan Eley and guests discuss the Bank of England's latest comments on house prices and wages, challengers to incumbents in retail banking, and whether now is the time to return to actively managed funds See acast.com/privacy for privacy and opt-out information.