Combining active and passive management in a portfolio

October 19, 2016

 

Passive and active strategies don't have to be exclusive camps. In fact, a combination of the two can help create a portfolio best suited for clients' investment goals and tolerance for risk. The secret is striking an effective balance.

In this 6-minute video, Vanguard senior leaders Jeffrey Johnson, Walter Lenhard, and Brian Wimmer discuss factors to consider to help combine the two approaches successfully in client portfolios.

Note:

  • All investing is subject to risk, including possible loss of principal.
 

Our insights straight
to your inbox

Our insights straight to your inbox

Receive our latest Advisor's Digest
research
and commentary sent the
first business
morning every week.

A weekly digest of our latest research and commentary. Topics include the economy and markets, portfolio strategy, ETFs, and practice management.


Fund openings/closings, fund manager changes, dividend distributions, webinars, and other events you might want to know about.



Already registered? Log on to
manage your
email subscriptions.

Advisor's Digest

for April 23, 2018

Advisor's Digest for April 23, 2018

Advisor's Digest

for April 23, 2018