Category Archives: Wealth Management

Advice and general posts on all matters of Wealth Management

Retail v Institutional (Active v Passive) Management

This week’s Financial Question is about the ‘active v passive’ management debate. QUESTION: Duncan, intuitively I’ve always believed that ’active fund management’ was the right strategy for my portfolio, but colleagues in the States tell me that the academic research suggests otherwise.  What’s your view? ANSWER: One intuitive, albeit misguided suggestion is that an active […]