FOX Forum Presentation Slides:
Long Only Equity: Active, Passive, and the Space Between

Presented at the 2017 FOX Spring Global Investment Forum, April 4, 2017

© 2017 Family Office Exchange
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Kristi Kuechler
President, Private Investor Center
Family Office Exchange

Investors have been moving significant capital out of active long-only strategies, driven by the relatively low number that outperform the passive benchmark over time, especially relative to their fees. While indexed ETFs have been the primary beneficiary of this trend, many investors hesitate to own the perceived inefficiencies of a cap-weighted strategy, and thus there has been great interest in “smart beta” or factor-based strategies that combine active bets with a systematic investment approach.

This session, originally presented at the 2017 FOX Spring Global Investment Forum, discussed developments in active and passive investing, and explored further “the space between."