Today on the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson break down the differences between active and passive investing. They discuss how investors can choose the right strategy for their portfolio, the impact of the Fed's zero interest rate policies, and performance differences between active and passive investing.
[00:00] Introduction
[03:47] Active Versus Passive Investing
[06:35] What is Passive Investing?
[08:44] Breaking Down the Basics of Active Investing
[11:01] Factor-based Investing
[14:38] Active Management of a Portfolio and Why It's Important
[17:35] Exploring and Owning Equities Worldwide
[19:25] Performance Differences Between Active and Passive Investing
[20:18] Benefits of Passive Investing
[25:41] Disadvantages of Passive Investing
[29:01] Data on the Difference Between Active and Passive Investing
[34:08] Active vs. Passive Investing: Risk-Return Differences in Bonds
[37:37] Impact of the Fed's Zero Interest Rate Policies
[40:58] How to Choose What's Best For You
[44:20] Understanding ESG and Values-Based Investing
[47:20] Parting Thoughts
Roshan can be reached at roshan.loungani@aretewealth.com or at 202-536-4468. Erik can be reached at erik.olson@aretewealth.com or 815-940-4652. Adrian can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905.
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All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional.
