How the increase in indexing is leading to the creation of more stock indexes, most of which are used by active managers. How more indexing makes it more difficult for active managers to outperform even though managers are getting more skilled. In this episode you’ll learn: Why there are so many more stock indexes than stocks.Who are the major index players and how do they decide what to include in an index.Why it is important to understand how an index is constructed.Why more … [Read more...]
175: How To Conduct Investment Due Diligence
What attributes should you look for in analyzing an investment advisory firm, financial planner, investment partnership, crowdfunding platform or other investment related offerings. Photo by Nuno Silva In this episode you’ll learn: What to look for in terms of people, process and performance in investing offerings. Why conviction, consistency, pragmatism, investment culture, risk management and active return are important attributes for successful investment firms. What are … [Read more...]