The sharp evolutionary growth of passive investment strategies has accelerated since
2000, while drawing criticism from some market pundits. This paper tackles six of these
criticisms, offering a perspective on what such pundits may be missing.
Having the option to add an active semi-transparent ETF to a portfolio may help advisors and their clients achieve a more optimal portfolio allocation, while offering the potential to generate returns.
It’s an important time for advisors to consider whether client portfolios are positioned for a potential market cycle change where value and international stocks may take over performance leadership from growth and domestic equities.