Philosophy / Approach

The active versus passive debate is often emotional and polarizing. However, when you push beyond the black and white divides, it becomes clear that combining passive and active investment strategies is actually the most beneficial approach for portfolios, especially when considering the growth of advanced indexes. That is, while certain efficient asset classes may be best accessed with low cost passive investments, others may have greater potential for excess returns and, therefore, are best suited for active management.

At the same time, active and passive solutions can complement each other within asset classes and allows investors to tilt portfolios to the best opportunities within and across markets. This approach harnesses the best of passive and active and can help build the most cost effective, resilient and robust portfolios possible.