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Active Versus Passive Investing

Jay Pluimer, AIF® CIMA® Thursday, 12 November 2020

In this week’s episode, Director of Investments, Jay Pluimer discusses the benefits and drawbacks of Active vs. Passive Investing.

When it comes to your portfolio, you have two choices. Active management is when an investment manager has discretion to buy and sell stocks and bonds they believe will do best, beating other managers and existing benchmarks, while passive investing replicates an existing index. It may sound smart to use an active manager who is personally evaluating your portfolio for your financial benefit, but statistics show it is virtually impossible for active managers to outperform the market over time. Essentially, choosing active managers means betting against the odds, with only a 5 percent chance of beating them.

Always check back next week for more Flourish Insights with Jay Pluimer and don't forget to check out our insights blog at https://www.flourishinsights.com

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About the Author

Jay Pluimer, AIF® CIMA®

Jay Pluimer, AIF® CIMA®

Jay Pluimer brings over 25 years of experience working with Investment Committees and individual investors to Flourish Wealth Management. He has built a career focused on investment research, client conversations about investments, and building diversified portfolios to help clients accomplish their goals. As Director of Investments, Jay is passionate about the opportunity to deliver individualized investment solutions for our clients that help align their resources and goals.

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