My last two articles (Who Wins ‘Passive vs. Active’ Institutional Debate? Pt. 1: U.S. Large Cap Blend, and Who Wins ‘Passive vs. Active’ Institutional Debate? Pt. 2: U.S. Large Cap Growth) hit on two of the three asset classes in the U.S. large cap arena – blend and growth.
Both provided what I humbly consider to be some interesting findings–and provide true apples-to-apples comparisons–on the hugely debated subject of who wins the passive versus active management debate in the institutional investment space (i.e., the advisor space). In this article, we’re going to round out the U.S. large cap space by analyzing the Value slice. Let me remind you that I’m using Morningstar Direct as my source of screening, testing and research on return/expense data points. So how does the U.S. large cap value space fare in the debate? My points of fund screening include the following: http://www.thinkadvisor.com/2015/05/29/who-wins-passive-vs-active-institutional-debate-pt
Andy graduated from the University of Alabama-Birmingham with a B.S. degree in Accounting. He is a Registered Investment Advisor Representative of Money Management Services, Inc and holds the designations of CPA (Certified Public Accountant), AIF® (Accredited Investment Fiduciary), CTS™ (Certified Tax Specialist), and WMS (Wealth Management Specialist). As an advisor, Andrew specializes in comprehensive financial planning, estate tax planning, personal taxation planning, retirement income distribution planning, wealth accumulation, personalized portfolio management, and fiduciary investment management services.