Xy Adviser Podcast - Driving The Positive Evolution Of Financial Advice

If you’re a Financial Advisor, you probably champion a preferred investment philosophy – active or passive. Though when it comes to having the ‘investment discussion’ with clients, do you really understand how indices work? How often they’re rebalanced? Or how to accurately measure an ETF’s performance? Enter Stuart Magrath (LinkedIn:stuart-magrath-9b6a147/). He’s the Head of Channel Management for the S&P Dow Jones Indices (a business unit within S&P Global) who works with Financial Advisors, educating them on how to incorporate a strong passive investment methodology in their service model. In this insightful episode, you’ll learn: 11:54 – Stuart’s professional career with S&P Dow Indices and whether he thinks there’s no such thing (really) as passive investing 14:38 – The S&P ASX Methodology and where you can learn more about it 15:50 – Does passive investing trump active and what is the SPIVA report? 18:00 - What is the ‘Persistence of Active Funds Report’? 26:16 – How Stuart and his team