By Investment U Research Team If you visit with a financial planner or a fiduciary, they’re likely to ask if you’re interested in active management. What is active management? At its simplest level, it means someone is tracking your portfolio, buying, selling and rebalancing to optimize investment performance. The theory is that through active management, your portfolio will return above and beyond the market average.
Active management is a sensitive subject in the investment world. Many fund managers make a living beating the stock market, justifying the concept of active management. However, even prolific investors—such as Warren Buffett—caution that active management isn’t necessary. It can …read more
