In this episode of Zephyr’s Adjusted for Risk podcast, Ryan Nauman, market strategist at Zephyr, delves into the active vs. passive investment management debate with guest Brooks Friederich, Principal Director of Investment Solutions Strategy at Envestnet PMC.
They discuss the evolving landscape of investment strategies, including the blending of active and passive approaches, the rise of factor-based investing, and the complexities of active ETFs. The conversation also highlights how financial advisors can scale personalized investment solutions and the importance of qualitative and quantitative manager research.
Sponsored by Zephyr, which provides valuable insights for financial professionals looking to make informed investment decisions.
Learn more about Envestnet PMC here.00:00 Introduction and Sponsor Message
01:15 Meet the Guest: Brooks Friederich
03:24 Active vs Passive Investment Debate
06:10 Understanding Active Management
08:50 Factor Investing Insights
16:01 Market Volatility and Active Management
22:17 The Rise of Active ETFs
26:04 Scaling Personalized Investment Solutions
33:08 Conclusion and Contact Information