Active & Passive Investments in Portfolio Construction: What Advisors Are Doing NowActive & Passive Investments in Portfolio Construction: What Advisors Are Doing Now
See how advisors are combining active and passive strategies for optimal portfolio results.
October 28, 2024
Already have an account?
Sponsored by Envestnet
A recent survey of financial advisors reveals a balanced approach to portfolio construction, with advisors increasingly combining active and passive strategies. While investment performance remains the top priority for clients, advisors also emphasize personalization and customization.
The report highlights:
How advisors factor client risk tolerance and investment goals in the active versus passive debate
The difference in advisor usage of managed accounts between high-net-worth and less affluent clients
Where advisors are mindful of costs while maintaining performance
The popularity of using third-party managed models
Produced by
Read more about:
Research
