Virtual Event

Passive Investing is a Series of Active Decisions: A Deep Dive into Indexing

1 CFP® CE Credit Eligible

Sep 17, 2024 @ 10 AM PT / 1 PM EST

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Have you ever wondered how much active decision-making is involved in indexing? Investors have increasingly adopted indexing due to its low relative fees and traditional active managers' difficulty in consistently beating indices. However, a deeper look reveals that indices are shaped by numerous active decisions within a rigid framework. Rob Harvey, CFA®, Co-Head of Product Specialists at Dimensional Fund Advisors, and Skylar Liang, Associate in the GCG at Dimensional, will evaluate these decisions, explore the associated costs, and propose thoughtful alternatives.

Join this virtual event  to learn:

  • How indices incorporate active decisions within a rigid set of rules
  • The total costs associated with adhering to a rigid indexing process
  • A time-tested alternative to the traditional indexing approach
  • Insights from leading experts in equity portfolios and performance

If you’re interested in uncovering the nuances of indexing and exploring alternative approaches, this is a can’t-miss webinar!

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