• What is a Managed Fund?

    This video describes the features and benefits of pooling your money with other investors in a managed funds.

    published: 28 Mar 2014
  • Understanding Managed / Mutual Funds - Start On The $1,000 Project!

    Hi Everyone! This is my first video on Managed Funds...Managed Funds are a GREAT way to start investing and build the foundations of your financial wealth. There are millions of different managed funds available, so make sure that you do your research and here is a great place to start researching the right managed fund for you! http://www.morningstar.com.au/Tools/FundScreener?utm_source=bing&utm_medium=cpc&utm_campaign=Tools&utm_term=mutual%20funds%20new As with everything you do in life, you should always understand what you are doing, the risks involved before you make any decisions and know that what you invest in, will work with your financial goals and risk tolerance. So research is crucial! And Morning Star is a brilliant place to start to understand the different options availab...

    published: 31 Aug 2015
  • How To Start Investing - Mutual Funds / Managed Funds

    Starting your investment portfolio through Mutual Funds (Managed Funds) can be a great way to kick start your journey towards financial freedom. There are lots of benefits to Mutual Funds and an easy and approachable way to start investing. The links that you should check out are here... Risk Profile Questionnaire: https://personal.vanguard.com/us/FundsInvQuestionnaire Morningstar Research: https://subscribe.morningstar.com.au/site/mstar-sugarmamma/ And the link to book an appointment with me when I am in London - I will be available for appointments between the 31st of July and the 3rd of August: http://sugarmamma.tv/consultations/ Don't forget to like us on Facebook as I am posting weekly videos letting you know what videos I have coming up for that week: https://www.facebook.com...

    published: 13 Jul 2016
  • Passive Investing: The Evidence the Fund Management Industry Would Prefer You Not to See

    http://sensibleinvesting.tv -- the independent voice of passive investing A remarkable 54-minute film featuring some of the world's top economists and academics and demonstrating: * how the claims of active fund managers to be able to beat the market are largely a myth * how costs are the biggest drag on performance - and why active costs more * how passive investing offers the best experience for the vast majority of investors * the benefits of a diversified portfolio in guaranteeing consistent returns * why passive investing is better for your health * why active investing has held sway for so many years.... * ... but why things may be changing * and why passive is the rational, mathematically proven route to investing success. Investing for the future... It's an issue none of can affo...

    published: 30 Nov 2012
  • How Much Money Does a Hedge Fund Startup Need?

    June 1 -- Patrick McCurdy, head of capital introduction at Wells Fargo Prime Services, explains how small hedge funds go about raising capital and how much money is needed to start a fund. He speaks on “Market Makers.” -- Subscribe to Bloomberg on YouTube: http://www.youtube.com/Bloomberg Bloomberg Television offers extensive coverage and analysis of international business news and stories of global importance. It is available in more than 310 million households worldwide and reaches the most affluent and influential viewers in terms of household income, asset value and education levels. With production hubs in London, New York and Hong Kong, the network provides 24-hour continuous coverage of the people, companies and ideas that move the markets.

    published: 01 Jun 2015
  • How To Manage Your Money For Financial Freedom

    Get your free Life Mastery Toolkit: http://www.projectlifemastery.com/subscribe Learn how to manage your money for financial freedom through this weekly ritual that I've developed for myself. All successful people have one thing in common: they are good money managers. It's not how much money you make, but rather how you manage the money that you have. By taking control of your finances and managing your money effectively, you can get further ahead than others that make even more money than you. To get access to the spreadsheet template, visit the blog post below. ★☆★ VIEW THE BLOG POST: ★☆★ http://www.projectlifemastery.com/how-to-manage-your-money-for-financial-freedom ★☆★ SUBSCRIBE TO ME ON YOUTUBE: ★☆★ http://www.youtube.com/subscription_center?add_user=projectlifemastery ★☆★ ...

    published: 16 Aug 2013
  • 16. Portfolio Management

    MIT 18.S096 Topics in Mathematics with Applications in Finance, Fall 2013 View the complete course: http://ocw.mit.edu/18-S096F13 Instructor: Jake Xia This lecture focuses on portfolio management, including portfolio construction, portfolio theory, risk parity portfolios, and their limitations. License: Creative Commons BY-NC-SA More information at http://ocw.mit.edu/terms More courses at http://ocw.mit.edu

    published: 06 Jan 2015
  • What is Investment Management?

    What’s the difference between Asset Management and Investment Banking? This short video will help you learn about Investment Management. http://fidelityrecruitment.com

    published: 29 Aug 2014
  • Why should I choose index funds instead of mutual funds or active management?

    There are lots of differences between actively managed funds like mutual funds and index investing. Dr. Burton Malkiel explains the differences as well as why you should be investing in index funds and not the others.

    published: 26 Aug 2015
  • How Does a Trust Work?

    A trust may not be right for everyone, but they may play a key role in proper estate planning! http://www.mwboone.com A lot of people think trusts are only for the super wealthy -- not true. Trusts can benefit anyone who wants to manage how they leave their money to their family. A trust can give you control over who gets what, and when, how they get it, and why. How do trusts work? Trusts are like containers you can put things in to. You, the grantor, can place assets - like your house, life insurance policies, investments, and other possessions - into a trust. These assets become property of the trust, and are managed by your trustee. You appoint the trustee to ensure your wishes are carried out. As grantor, you decide who receives the assets inside your trust. Typically, yo...

    published: 30 Jun 2014
  • Manage Your Own Money - How to pick funds for a 401k plan

    This video will show the investor how to pick mutual funds for a 401k plan. Which mutual fund has assembled the best portfolio of stocks? Is it possible to know which funds will out perform in the next 9 to 12 months? All these questions are answered in this video.

    published: 01 Dec 2010
  • What is Asset Management?

    Find out about Asset Management and how Schroders creates value for its clients.

    published: 19 Nov 2013
  • Long-Term SIPs In Equity Mutual Funds Pay Off

    Financial Planner Harsh Roongta explains on Manage Your Money how systematic investment plans or SIPs into equity mutual funds nearly always give positive returns, provided investors are committed and patient. Watch full video: http://www.ndtv.com/video/business/nse-manage-your-money/long-term-sips-in-equity-mutual-funds-pay-off-447301?yt Download the NDTV news app: https://play.google.com/store/apps/details?id=com.july.ndtv&referrer=utm_source%3Dyoutubecards%26utm_medium%3Dcpc%26utm_campaign%3Dyoutube

    published: 27 Jan 2017
  • How Do Hedge Funds Manage Risk?

    Focusing on risk management, this video details how hedge funds are structured and how managers' interests are aligned with their investors.

    published: 02 Jul 2013
  • Manage Your Own Money - 401k Mutual Funds

    This video shows how to manage mutual funds in a 401k plan!

    published: 29 Oct 2008
  • ETFs vs. Index Funds: Investing 101 w/ Doug Flynn, CFP

    Doug Flynn, CFP, of Flynn Zito Capital Management, LLC on ETFs vs. Index Funds. Ali: Explain the difference between an ETF and a mutual fund... Doug: Well an ETF is a mutual fund that you know and love, but it trades on the exchange, so you can buy throughout the day. Versus a traditional fund which trades once a day at the end of the day. Ali: Okay, so let's talk about index funds, which really came first. First you had stocks, then you had index funds. Doug: Yes, an index fund is just trying to replicate a particular index, which you can't invest in directly, but this is a way to replicate that. So if you like the stocks in the S&P 500, or the stocks in the Dow... Ali: It used to be that you could just read about the stocks in the Dow or the S&P 500, and buy the individual stoc...

    published: 18 Jul 2014
What is a Managed Fund?

What is a Managed Fund?

  • Order:
  • Duration: 2:15
  • Updated: 28 Mar 2014
  • views: 2438
videos
This video describes the features and benefits of pooling your money with other investors in a managed funds.
https://wn.com/What_Is_A_Managed_Fund
Understanding Managed / Mutual Funds - Start On The $1,000 Project!

Understanding Managed / Mutual Funds - Start On The $1,000 Project!

  • Order:
  • Duration: 7:55
  • Updated: 31 Aug 2015
  • views: 19491
videos
Hi Everyone! This is my first video on Managed Funds...Managed Funds are a GREAT way to start investing and build the foundations of your financial wealth. There are millions of different managed funds available, so make sure that you do your research and here is a great place to start researching the right managed fund for you! http://www.morningstar.com.au/Tools/FundScreener?utm_source=bing&utm_medium=cpc&utm_campaign=Tools&utm_term=mutual%20funds%20new As with everything you do in life, you should always understand what you are doing, the risks involved before you make any decisions and know that what you invest in, will work with your financial goals and risk tolerance. So research is crucial! And Morning Star is a brilliant place to start to understand the different options available to you. (See the link above!). Also, if you are doing #the1000Project, and are ready to invest, but don't know where to start, this video will kick start your first investment! So get ready to build your long term passive income and get on the path towards financial freedom and independence! I will be doing many more videos for you on Managed Funds, so make sure that you subscribe to my channel. Also, I love to post financially inspiring quotes and images on my Instagram account @sugarmamma.tv and you can always like us on Facebook. Feel free to share any of these videos, I love to help people and inspire people to make powerful changes in their lives, which will benefit everyone! So stay tuned and I can't wait to show you my next video! Ciao! xCC
https://wn.com/Understanding_Managed_Mutual_Funds_Start_On_The_1,000_Project
How To Start Investing - Mutual Funds / Managed Funds

How To Start Investing - Mutual Funds / Managed Funds

  • Order:
  • Duration: 13:29
  • Updated: 13 Jul 2016
  • views: 15790
videos
Starting your investment portfolio through Mutual Funds (Managed Funds) can be a great way to kick start your journey towards financial freedom. There are lots of benefits to Mutual Funds and an easy and approachable way to start investing. The links that you should check out are here... Risk Profile Questionnaire: https://personal.vanguard.com/us/FundsInvQuestionnaire Morningstar Research: https://subscribe.morningstar.com.au/site/mstar-sugarmamma/ And the link to book an appointment with me when I am in London - I will be available for appointments between the 31st of July and the 3rd of August: http://sugarmamma.tv/consultations/ Don't forget to like us on Facebook as I am posting weekly videos letting you know what videos I have coming up for that week: https://www.facebook.com/SugarMamma.TV/?fref=ts And you can follow me on Instagram @SugarMamma.TV as well as my personal Instagram account @cannasass xCC SugarMamma.TV is all about educating, inspiring and empowering everyday people to create financial harmony, freedom and independence in your life. Bite sized videos, with quick and easy to understand tips, that you can apply straight away and see the results. SugarMamma.TV is a powerful movement making money and finance more approachable, energetic and enlightening.
https://wn.com/How_To_Start_Investing_Mutual_Funds_Managed_Funds
Passive Investing: The Evidence the Fund Management Industry Would Prefer You Not to See

Passive Investing: The Evidence the Fund Management Industry Would Prefer You Not to See

  • Order:
  • Duration: 53:54
  • Updated: 30 Nov 2012
  • views: 257810
videos
http://sensibleinvesting.tv -- the independent voice of passive investing A remarkable 54-minute film featuring some of the world's top economists and academics and demonstrating: * how the claims of active fund managers to be able to beat the market are largely a myth * how costs are the biggest drag on performance - and why active costs more * how passive investing offers the best experience for the vast majority of investors * the benefits of a diversified portfolio in guaranteeing consistent returns * why passive investing is better for your health * why active investing has held sway for so many years.... * ... but why things may be changing * and why passive is the rational, mathematically proven route to investing success. Investing for the future... It's an issue none of can afford to ignore. No one's job is safe these days... How would you cope if you lost yours? We're all living longer too... So are you saving enough to fund 25 years or more of retirement? Can you really afford to pay for your children or grandchildren to go to university - or help them onto the property ladder? And what about all those holidays you promised yourself? We entrust the vast bulk of our investments to fund managers. Here in the UK, according to Her Majesty's Treasury, the industry has more than four TRILLION pounds of investors' money under management. Fund managers invest people's savings wherever they see fit - mainly in equities, or shares in listed companies. They claim to be experts at making our making grow, using their expert knowledge to pick the shares that will outperform the market. But all too often the returns they produce are considerably lower than the average return of a benchmark index like the FTSE 100 - or the S&P 500 in the States. For veteran investment guru John Bogle, the problem is simple. Fund managers just aren't as smart as they like to think they are. As it means trading against the view of numerous market participants with superior information, buying or selling a security is effectively just a bet. So, whilst your fund manager might lead you to believe it's his knowledge or intelligence that enables you to beat the market, he's really no better than a gambler. So, you might be lucky enough to choose the right fund manager. But you could just as easily pick the wrong one. According to the financial services company Bestinvest, there are currently nearly £10 billion of UK investors' money languishing in what it calls dog funds - in other words, funds which have underperperformed their benchmark index for at least three consecutive years. Ultimately, of course, fund managers are businesses. They exist to make money for themselves. They want our business - even if it means persuading us to invest in a fund which they themselves wouldn't want to put their own money in. It's now time to look at what it actually costs us to invest. Fund managers are, of course, businesses. And, like all business, they have overheads. Running a big fund management company doesn't come cheap - esepcially when top managers earn around £2 million a year, including bonuses. And remember, it's you, the customer, who picks up the tab. Ultimately, though, fund managers need to make a profit. In fact they'e making around £10 billion from us every year - and that's regardless of whether or not they manage to produce a profit for us. Part of the challenge is working out exactly what we are being charged. Investors typically use something called the annual Total Expense Ratio, or TER, to compare the cost of investing in different funds. But, the TER excludes dealing commission, stamp duty and other turnover costs that can add considerably to the expense of investing over time. So, apart from those hidden charges, what else are we having to pay? More importantly, what sort of impact do charges have on the value of our investments? And the bad news doesn't stop there. Despite a marked increase in competition, management charges in the UK have been steadily rising over the last ten years. There are some encouraging signs for consumers. The FSA's Retail Distribution Review will require fund managers to be fairer and more transparent when it comes to charges. In the meantime, investors should be on their guard. For more videos like this one, visit http://sensibleinvesting.tv
https://wn.com/Passive_Investing_The_Evidence_The_Fund_Management_Industry_Would_Prefer_You_Not_To_See
How Much Money Does a Hedge Fund Startup Need?

How Much Money Does a Hedge Fund Startup Need?

  • Order:
  • Duration: 5:30
  • Updated: 01 Jun 2015
  • views: 80422
videos
June 1 -- Patrick McCurdy, head of capital introduction at Wells Fargo Prime Services, explains how small hedge funds go about raising capital and how much money is needed to start a fund. He speaks on “Market Makers.” -- Subscribe to Bloomberg on YouTube: http://www.youtube.com/Bloomberg Bloomberg Television offers extensive coverage and analysis of international business news and stories of global importance. It is available in more than 310 million households worldwide and reaches the most affluent and influential viewers in terms of household income, asset value and education levels. With production hubs in London, New York and Hong Kong, the network provides 24-hour continuous coverage of the people, companies and ideas that move the markets.
https://wn.com/How_Much_Money_Does_A_Hedge_Fund_Startup_Need
How To Manage Your Money For Financial Freedom

How To Manage Your Money For Financial Freedom

  • Order:
  • Duration: 14:50
  • Updated: 16 Aug 2013
  • views: 112560
videos
Get your free Life Mastery Toolkit: http://www.projectlifemastery.com/subscribe Learn how to manage your money for financial freedom through this weekly ritual that I've developed for myself. All successful people have one thing in common: they are good money managers. It's not how much money you make, but rather how you manage the money that you have. By taking control of your finances and managing your money effectively, you can get further ahead than others that make even more money than you. To get access to the spreadsheet template, visit the blog post below. ★☆★ VIEW THE BLOG POST: ★☆★ http://www.projectlifemastery.com/how-to-manage-your-money-for-financial-freedom ★☆★ SUBSCRIBE TO ME ON YOUTUBE: ★☆★ http://www.youtube.com/subscription_center?add_user=projectlifemastery ★☆★ FOLLOW ME BELOW: ★☆★ Blog: http://www.projectlifemastery.com Facebook: http://www.projectlifemastery.com/facebook Twitter: http://www.projectlifemastery.com/twitter Instagram: http://www.instagram.com/stefanpylarinos Podcast: http://www.projectlifemastery.com/itunes ★☆★ MY BOOKS & PRODUCTS: ★☆★ Kindle Money Mastery: http://www.kmoneymastery.com 24 Hour Book: http://www.24hourbook.com Life Mastery Book: http://projectlifemastery.com/lifemasterybook Kindle Marketing Secrets: http://projectlifemastery.com/kindlemarketingsecrets ★☆★ RECOMMENDED RESOURCES: ★☆★ http://www.projectlifemastery.com/resources
https://wn.com/How_To_Manage_Your_Money_For_Financial_Freedom
16. Portfolio Management

16. Portfolio Management

  • Order:
  • Duration: 1:28:38
  • Updated: 06 Jan 2015
  • views: 201777
videos
MIT 18.S096 Topics in Mathematics with Applications in Finance, Fall 2013 View the complete course: http://ocw.mit.edu/18-S096F13 Instructor: Jake Xia This lecture focuses on portfolio management, including portfolio construction, portfolio theory, risk parity portfolios, and their limitations. License: Creative Commons BY-NC-SA More information at http://ocw.mit.edu/terms More courses at http://ocw.mit.edu
https://wn.com/16._Portfolio_Management
What is Investment Management?

What is Investment Management?

  • Order:
  • Duration: 3:22
  • Updated: 29 Aug 2014
  • views: 24009
videos
What’s the difference between Asset Management and Investment Banking? This short video will help you learn about Investment Management. http://fidelityrecruitment.com
https://wn.com/What_Is_Investment_Management
Why should I choose index funds instead of mutual funds or active management?

Why should I choose index funds instead of mutual funds or active management?

  • Order:
  • Duration: 1:38
  • Updated: 26 Aug 2015
  • views: 7497
videos
There are lots of differences between actively managed funds like mutual funds and index investing. Dr. Burton Malkiel explains the differences as well as why you should be investing in index funds and not the others.
https://wn.com/Why_Should_I_Choose_Index_Funds_Instead_Of_Mutual_Funds_Or_Active_Management
How Does a Trust Work?

How Does a Trust Work?

  • Order:
  • Duration: 2:20
  • Updated: 30 Jun 2014
  • views: 37981
videos
A trust may not be right for everyone, but they may play a key role in proper estate planning! http://www.mwboone.com A lot of people think trusts are only for the super wealthy -- not true. Trusts can benefit anyone who wants to manage how they leave their money to their family. A trust can give you control over who gets what, and when, how they get it, and why. How do trusts work? Trusts are like containers you can put things in to. You, the grantor, can place assets - like your house, life insurance policies, investments, and other possessions - into a trust. These assets become property of the trust, and are managed by your trustee. You appoint the trustee to ensure your wishes are carried out. As grantor, you decide who receives the assets inside your trust. Typically, your spouse, your children, grandchildren, and charities of your choice are the beneficiaries who receive the assets held in trust. When you create a trust, you determine how the funds inside your trust will be used, and when they will be dispersed. For example, you may want to use assets in your trust to jump-start your children's careers when they're 25. Or supplement their retirement when they turn 60. Or pay college tuition expenses for your grandchildren. Or provide annual scholarships to your alma mater. Your appointed trustee ensures everything is managed according to your instructions. It's important to know there are different kinds of trusts for different purposes. Some are designed to manage who receives your assets, and when. Others may offer tax planning benefits. Make sure you work with financial experts, so that your trusts are properly structured to carry out your specific intentions. Trusts can offer you and your family many financial advantages. Talk with your advisor and an estate planning attorney. Find out how trusts can help you create a lasting legacy for those you love the most.
https://wn.com/How_Does_A_Trust_Work
Manage Your Own Money - How to pick funds for a 401k plan

Manage Your Own Money - How to pick funds for a 401k plan

  • Order:
  • Duration: 6:37
  • Updated: 01 Dec 2010
  • views: 2843
videos
This video will show the investor how to pick mutual funds for a 401k plan. Which mutual fund has assembled the best portfolio of stocks? Is it possible to know which funds will out perform in the next 9 to 12 months? All these questions are answered in this video.
https://wn.com/Manage_Your_Own_Money_How_To_Pick_Funds_For_A_401K_Plan
What is Asset Management?

What is Asset Management?

  • Order:
  • Duration: 2:20
  • Updated: 19 Nov 2013
  • views: 63928
videos
Find out about Asset Management and how Schroders creates value for its clients.
https://wn.com/What_Is_Asset_Management
Long-Term SIPs In Equity Mutual Funds Pay Off

Long-Term SIPs In Equity Mutual Funds Pay Off

  • Order:
  • Duration: 12:29
  • Updated: 27 Jan 2017
  • views: 32546
videos
Financial Planner Harsh Roongta explains on Manage Your Money how systematic investment plans or SIPs into equity mutual funds nearly always give positive returns, provided investors are committed and patient. Watch full video: http://www.ndtv.com/video/business/nse-manage-your-money/long-term-sips-in-equity-mutual-funds-pay-off-447301?yt Download the NDTV news app: https://play.google.com/store/apps/details?id=com.july.ndtv&referrer=utm_source%3Dyoutubecards%26utm_medium%3Dcpc%26utm_campaign%3Dyoutube
https://wn.com/Long_Term_Sips_In_Equity_Mutual_Funds_Pay_Off
How Do Hedge Funds Manage Risk?

How Do Hedge Funds Manage Risk?

  • Order:
  • Duration: 1:47
  • Updated: 02 Jul 2013
  • views: 788
videos
Focusing on risk management, this video details how hedge funds are structured and how managers' interests are aligned with their investors.
https://wn.com/How_Do_Hedge_Funds_Manage_Risk
Manage Your Own Money - 401k Mutual Funds

Manage Your Own Money - 401k Mutual Funds

  • Order:
  • Duration: 4:55
  • Updated: 29 Oct 2008
  • views: 3146
videos
This video shows how to manage mutual funds in a 401k plan!
https://wn.com/Manage_Your_Own_Money_401K_Mutual_Funds
ETFs vs. Index Funds: Investing 101 w/ Doug Flynn, CFP

ETFs vs. Index Funds: Investing 101 w/ Doug Flynn, CFP

  • Order:
  • Duration: 5:34
  • Updated: 18 Jul 2014
  • views: 27802
videos
Doug Flynn, CFP, of Flynn Zito Capital Management, LLC on ETFs vs. Index Funds. Ali: Explain the difference between an ETF and a mutual fund... Doug: Well an ETF is a mutual fund that you know and love, but it trades on the exchange, so you can buy throughout the day. Versus a traditional fund which trades once a day at the end of the day. Ali: Okay, so let's talk about index funds, which really came first. First you had stocks, then you had index funds. Doug: Yes, an index fund is just trying to replicate a particular index, which you can't invest in directly, but this is a way to replicate that. So if you like the stocks in the S&P 500, or the stocks in the Dow... Ali: It used to be that you could just read about the stocks in the Dow or the S&P 500, and buy the individual stocks. If you wanted to, you could buy all thirty in the Dow... Doug: That's right. Ali: But then, we came up with index funds, which said, "You can do the Dow, you can do the S&P 500, you can do the Nasdaq, you can do...I don't know...Easter European industries. Doug: Exactly, and that is going to track an index, there isn't a lot of trading or active management in there. You can do that in a traditional mutual fund format or in an ETF, which is the exchange traded version of that, which just means it trades throughout the day. Ali: Generally speaking, index brought the management fees, these fees associated with mutual funds, down, because there's not somebody doing a lot of active work, and ETFs brought them down further. Doug: Correct. Ali: So why would I choose one vs. the other? Doug: So if you buy an ETF, you're typically placing a trade like a stock. So, if you're with an online broker, they're typically going to charge you some type of a trading fee to do that, whereas a mutual fund may have a minimum, but won't necessarily have a transaction charge to do that. There are some cases where that isn't the case. Ali: If you're doing this for fees, you better look at this and understand that you're paying for trades. Doug: Yeah. Most people are putting money away each month. You know, one hundred dollars per month is what they're doing. You can't really do that with an ETF because you're making a transaction every single time. That's where a mutual fund might be better. Ali: So you're putting one hundred bucks a month away, but you're paying ten dollars for the transaction, you gotta weigh that in. Doug: Maybe you use the index fund for a little while, and then you have $10,000, and then you can actually do those transactions. So that's where you might want it in different ways. And that's where it's cheaper. Like anything else, the more money you have, it might be a little bit cheaper. Ali: One thing you warn is not all ETFs are created equal. What do you mean by that? Doug: Well as an example, the two major providers, there's Vanguard, there's i Shares, which are two different providers of ETFs. And you have to look at the structure. And the structure of i shares in particular, they're completely separate, which means their tax ramifications are very low. They don't necessarily pay capital gains to speak of because they're just trading in and out of the ETF structure by itself: it's a stand-alone ETF. Vanguard did what is kind of a bolt-on to its existing mutual funds. What's happened there, is some cases, when the fund pays a capital gains distribution... Ali: Because they sold a stock at a profit... Doug: Right, a large institution wants to sell a bunch of their funds, it transfers into the ETF itself. So all ETFs are not created equal, and you should look at, if I want bond index ETFs, look a little bit deeper and look where are there capital gains distributions. Many people know there are these issues in traditional mutual funds that are actively managed. And they don't scroll down and see if there are differences between the different ETF providers. Ali: And of course that makes a difference depending on how you're investing. Whether this is inside a tax-preferred investment, or it's just out in the open. Doug: If it's an IRA it doesn't really matter, but if it's in a taxable accound, the last thing you want is further tax surprises you thought you were avoiding by being in ETF format. Ali: This is a business for people who feel they're not going to outperform the market with their own selections. Doug: Exactly, you've said in a particular area I don't think I can bring value, I can't find a manager who will bring value in a particular are, I'm just going to index then. And as a portfolio manager and as people who manage money, there are times when we find that you can't bring value with managers, and that they're out of favor, and you might index more. But we're agnostic.
https://wn.com/Etfs_Vs._Index_Funds_Investing_101_W_Doug_Flynn,_Cfp
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