Prevailing myths and misconceptions of the active/passive decision in Canada
19 Sep 2019 /
Todd Schlanger, CFA, is a senior investment strategist in Vanguard’s Investment Strategy Group.
Todd Schlanger, CFA, is a senior investment strategist in Vanguard’s Investment Strategy Group (ISG) based in Toronto, Canada, where his responsibilities include research on the capital markets, portfolio construction and design, and investment market commentary. He has co-authored research covering a broad range of topics, including multi-asset investing, active and passive management, global diversification and home bias, currency hedging, emerging market bonds, stock market volatility, nonprofit portfolio management, target-date funds and Vanguard’s Advisor Alpha framework. In addition to his research responsibilities, Mr. Schlanger is an ambassador for Vanguard and represents the firm and its views at conferences and in the financial press.
Before relocating to Vanguard’s Canadian office in 2016, Mr. Schlanger worked as an investment strategist based out of Vanguard’s London office for three years and before that was a member of the U.S. ISG team for two years. Prior to joining ISG, he spent five years in the Institutional Investor Group, most recently as a member of Vanguard Institutional Advisory Services®.
He earned a BS in business administration from The University of Scranton and is a CFA® charterholder.
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Is active or passive investing better? What are the key drivers of long-term investment success?
Assets in passive investment strategies have been on the rise for decades now globally and have been gaining momentum within Canada. Yet, a number of myths and misconceptions about the active/passive decision remain common.
Vanguard is uniquely suited to provide insight on the active/passive decision, with over $1.3 trillion (USD) in actively managed assets along with $4 trillion (USD) in passive strategies, making us one of the largest providers of active and passive strategies in the world.
In this research note, we debunk seven common myths related to the active and passive investing debate.