This presentation explores the findings of the SPIVA Scorecard, a robust, widely-referenced research piece conducted and published by S&P DJI that compares actively managed funds against their appropriate benchmarks on a semiannual basis. We’ll also clear up common misconception about active and passive investing. Attendees will leave this session better informed about investing and better prepared to make effective decisions with their investments.
Topics to be covered:
- Definitions of both passive and active investing and each of their respective implications, performance expectation differences, and common misconceptions
- Active vs. Passive Investing – when to use each, fees involved/risks involved, pros and cons of each investment style
Presenters: Dennis Gogarty, President and Mark Murphy, Chief Investment Officer – Raffa Wealth Management and Mark Murphy, Chief Investment Officer – Raffa Wealth Management
Fields of Study: Specialized Knowledge
Amount of Recommended CPE: 1
Type of Delivery Method: Group-Internet
Learning Objectives: Participants will gain a better understanding of Active vs Passive Investing.
Program Level: Basic
Advanced Preparation: NONE