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S2E19: The Brain Behind – The Futility of the Active Versus Passive Debate
Manage episode 372654501 series 3146218
محتوای ارائه شده توسط Providend Ltd. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Providend Ltd یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal
As we appear to take a 'passive' approach to investing by not doing the typical tactical asset allocation (TAA) or market timing approach, many seem to think that nothing much is done once a client invests with us. So, why should clients pay us an ongoing advisory fee if we take a 'passive' instead of an 'active' approach to investing?
In this episode, our CEO, Christopher Tan, explains why Providend uses the Ibbotson-Chen Earnings Model, when crafting our client's wealth plan, to properly estimate the future expected returns of the stock markets and how our investment approach has shined during the market downturn in 2022.
Meanwhile, stay tune for our next episode on the 3 main aspects of Estate Planning – Distribution, Creation & Preservation!
The host, Nataly Ong, is Deputy Head of Brand Experience at Providend, the first fee-only wealth advisory firm in Southeast Asia and a leading wealth advisory firm in Asia.
View the full list of podcast episodes published: https://providend.com/providends-money-wisdom-podcast-season-2/
Music courtesy of ItsWatR.
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