DiscoverMasters in BusinessAt the Money: Building A Concentrated Portfolio
At the Money: Building A Concentrated Portfolio

At the Money: Building A Concentrated Portfolio

Update: 2024-05-08
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Are your expensive active mutual funds and ETFs actually active? Or, as is too often the case, are they only pretending to be active? Do they charge a high active fee but then behave more like an index fund? Andrew Slimmon, Managing Director at Morgan Stanley Investment Management, speaks with Barry Ritholtz about the advantages of concentrated portfolios. If you want to own active funds, then make sure they differ their benchmarks and truly are active.

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Comments (1)

Lewis Wood

When evaluating the effectiveness of active mutual funds and ETFs, it's important to ensure they genuinely differ from benchmark indexes and provide the active management they promise. This principle of authenticity and differentiation also applies to marketing. Using distinct and effective marketing tools can set your business apart from competitors. For a variety of marketing solutions that can help differentiate and promote your business effectively, visit demand side platform. Ensuring authenticity in both your financial and marketing strategies can drive better results and build trust with your audience.

May 26th
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At the Money: Building A Concentrated Portfolio

At the Money: Building A Concentrated Portfolio

Bloomberg