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Hamptons.com
January 9, 2018

Does Your Portfolio Have Room For Both Active And Passive Investing?

Rocco A. Carrieroby Rocco A. Carriero
in Real Estate
Home Real Estate

Investors today live in an era offering unprecedented global investment choices, in both active and passive vehicles. Investments in each category have opportunities and challenges for investors to consider when crafting an optimal financial strategy. With so many choices at your fingertips, how can you best capitalize on what the markets have to offer? There is no right answer for everyone, but in many cases, it may make sense to use both active and passive investments to effectively build and manage a diversified portfolio.

Defining active and passive investing

Active investing is an approach that seeks to capitalize on inefficiencies in the market by identifying individual securities that don’t currently appear to be priced based on their true underlying value. Success using this approach generally requires in-depth research and analysis by knowledgeable investment professionals. Many traditional mutual funds fall into this category. Active fund managers who oversee these funds seek to generate returns that outperform a benchmark, or a specific measure of market performance, such as the S&P 500 index. They make investment decisions based on a defined approach or strategy.

Passive investing is an approach that seeks to match the performance or a specific benchmark or segment of the market. Many passive investors choose, for example, to put their money to work in an index fund that invests in a broad segment of the market. Perhaps the most common passive investments are funds that track the performance of the S&P 500 Index, an unmanaged index of large capitalization U.S. stocks. The premise is to own a broad cross-section of the market, or of a segment of the market, rather than trying to identify specific securities that may outperform a benchmark or segment of the market.

It’s worth noting that there are increasingly more investment options offering a middle ground between active and passive strategies. Called strategic or smart beta, this investment strategy combines the transparency, consistency, and cost-efficiency of passive investing, with the investment insights found in active management.

Considerations for each approach

There are benefits and shortcomings to each approach. Actively managed investment strategies offer the opportunity for outperformance versus a specific segment of the market. They can also take steps to defend against the impact of down markets that inevitably occur from time-to-time, often by avoiding individual securities or sectors that have challenges. To accommodate the research and expertise involved, actively managed investments typically come with higher expenses, which detract from the net returns they generate. Also, because they are using a selective approach to investing, there are times when they will choose to invest in securities that don’t perform to expectations, and perhaps miss out on the full benefit of broader upward trends in the market.

A key benefit of passive investing is that fees tend to be lower than other investment strategies. They also tend to be tax efficient because trading is minimized in the fund as it continues to track an index over the long term. A downside to passive funds is that by simply investing in a benchmark, an investor foregoes the opportunity to outperform that index. This means returns tend to match those of the market, minus any fees. Also, in volatile periods or when markets trend down, index fund investors will see their investments follow a similar path.

A case for both strategies

Is one approach the best choice for your portfolio? The reality for many investors is that a combined approach may be an effective solution. Investors should pay close attention to factors that can affect their investment results, including fees, different sources of potential investment return and the benefits of a diversified portfolio.

You may determine that part of your portfolio should generally track with the market. If that’s the case, a passive fund may make sense. At the same time, you may want to take advantage of specific opportunities in segments of the market where selectivity may help you reach your goals. If so, active strategies may offer a better path to success.

The good news is that you have a tremendous opportunity to effectively diversify and tailor your portfolio to help you achieve your long-term goals. A financial advisor can work with you to determine what approach and investments work best given your financial goals, investment time horizon and risk profile.

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May 9 @ 10:00 AM - May 10 @ 05:00 PM
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Sixty-Something: When Toy Electric Trains Were King

Sixty-Something: When Toy Electric Trains Were King

  • 7 Ashwood Court, Southampton, NY 11968⁠
Saunders Exclusive: $6,200,000⁠
@vinceinthehamptons⁠
@hamptonsrealestate⁠
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This magnificent new construction offers a blend of modern luxury and timeless sophistication. Spanning 7,546 +/- sq. ft. on a pristine 0.92-acre lot, this two-story traditional-style residence boasts 7 bedrooms, 7 full baths, and 1 half bath.⁠
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Inside, find an open kitchen adorned with marble countertops and high-end stainless steel appliances, perfect for the culinary enthusiast. The home features a spacious entry foyer, a living room, dining room, family room, den/office, and a study. Enjoy the comfort of two primary bedrooms, each with its own freestanding soaking tub, located on the first and second floors, respectively.⁠
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  • Steeped in tradition, history, and familiarity, a refurbished Sagaponack General Store has reopened its doors. Though still on the same footprint, the renovated establishment feels larger and more spacious, with an open layout and abundant natural light that adds warmth and charm. It now shares space with the newly restored historic Post Office at 542 Sagg Main Street in Sagaponack, located between Sagaponack Road and Hedges Lane, just south of the Sagaponack Common School.⁠
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The original 1878 building was meticulously moved 15 feet back from Sagg Main Street and now features a welcoming new porch. The Post Office, located there as well, has its own handicapped-accessible entrance. While construction is complete, the Post Office has not yet reopened to the public. ⁠
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Read the full article at Hamptons.com (Link in Bio)⁠
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#sagaponackgeneralstore #local #community #sagaponack #⁠
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🎭 Coppélia at Guild Hall⁠
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🎟️ Link in bio⁠
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🎙️ Elvis Meets Sinatra @ WHBPAC⁠
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🎟️ Link in bio⁠
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📚 Gingy’s Diaries @ Southampton Arts Center⁠
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🎟️ Link in bio⁠
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🎟️ Link in bio⁠
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🎟️ Link in bio⁠
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  • 98 Bay Street, Sag Harbor, 11963⁠
Saunders Exclusive: $8,995,000⁠
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Celebrating 50 years of world-class equestrian competition, the Hampton Classic returns to Bridgehampton, NY, August 24-31, featuring FEI CSI5* and CSI2* show jumping and USEF Premier hunter competitions with more than $1 million in prize money.⁠
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📸: Poster Courtesy of the Hamptons Classic⁠
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Read the full article at Hamptons.com (Link in Bio)⁠
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📅 Saturday, April 26th | 🕖 7–10 AM⁠
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💖 Supporting scholarships & Katy’s Kids @ CMEE. Run with heart.⁠
📸: Courtesy of Katy’s Courage⁠
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🛶 Kayak Big Fresh Pond⁠
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#events #hamptons #films #yoga #restaurantweek
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