In this quick bite, Anna Scott, CEO of Smart demystifies the blurred line between active and passive investing in diversified funds. What strategic decisions are made even in "passive" portfolios? Why are league tables and quartile rankings so important when comparing diversified funds? Plus, insights on tactical asset allocation  and why there's no simple benchmark for comparing diversified fund performance.

This quick bite is from 'Active or Passive part 2: Passive'. For more or to watch on YouTube—check out http://linktr.ee/sharedlunch

For more or to watch on YouTube—check out http://linktr.ee/sharedlunch

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Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not personal financial advice and provides general information only.  We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.

In this quick bite, Anna Scott, CEO of Smart demystifies the blurred line between active and passive investing in diversified funds. What strategic decisions are made even in "passive" portfolios? Why are league tables and quartile rankings so important when comparing diversified funds? Plus, insights on tactical asset allocation&nbsp; and why there's no simple benchmark for comparing diversified fund performance.
This quick bite is from 'Active or Passive part 2: Passive'. For more or to watch on YouTube&mdash;check out <a href="http://linktr.ee/sharedlunch">http://linktr.ee/sharedlunch</a> For more or to watch on YouTube&mdash;check out http://linktr.ee/sharedlunch
Shared Lunch is brought to you by Sharesies Limited (NZ) in New Zealand
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not personal financial advice and provides general information only.&nbsp; We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.

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A conversation with experts, CEOs, and you. We talk to company leaders and industry experts every week. Listen or watch over lunch or whenever for what&rsquo;s happening in the economy, the markets, and the companies you invest in.
Investing involves risk. This channel is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. Information provided is general advice only and current at the time and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the product disclosure documents available from the product issuer before making a financial decision. Our disclosure documents, including a Target Market Determination for Sharesies, can be found on our website at <a href="https://url.au.m.mimecastprotect.com/s/2omdCnxynQczLx1Mh9fPTJsKXn?domain=sharesies.com.au">https://sharesies.com.au/disclosures</a>. If you require financial advice, you should seek advice from a qualified financial advisor. The views expressed by individuals are their own and Sharesies does not endorse any of the guests or the views they hold.

Shared Lunch

Quick bite: How diversified funds blur the active & passive line 

https://api.omny.fm/orgs/7784f840-c291-422a-924b-ad9000bbad71/clips/a909b74f-c257-41cb-a0ba-b29f017344c7/transcript

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