In my previous three articles in this series, I have outlined the pros and cons of passive, active and smart beta investment strategies. Dynasty believes that an optimal approach to managing portfolios is to blend all three strategies in a manner that optimises returns in the longer term while mitigating the risks of following just…
The buzz around smart beta funds is growing worldwide as investors look for a nuanced alternative that brings together the benefits of actively managed funds and passively managed funds (see my articles on the advantages and disadvantages of passive investing for some background). Smart beta funds aim to beat the market by blending elements of…
Ryan Page – Director at Dynasty Asset Management Investment in passive funds is growing at a rapid pace in South Africa and the rest of the world as investors look to accelerate their returns, control risk and minimise management fees. Though passive funds account for a relatively small portion of assets in South Africa, this is expanding…
There are few issues more contentious in the investment world than the debate about whether passive or active investing is better. Most wealth management firms and investors tend to prefer one of the two strategies, with passive investments in fashion because their management fees are perceived to be low. In this series of articles, we’ll…
