24min chapter

Animal Spirits Podcast cover image

Talk Your Book: Factor Investing with Dimensional Fund Advisors

Animal Spirits Podcast

CHAPTER

Navigating Mutual Fund to ETF Transitions

This chapter explores the intricacies involved in converting mutual funds to ETFs, emphasizing tax-efficient strategies for investors. It highlights active management approaches that differentiate from traditional indexing, the significance of factor-based investing, and the critical role of adaptability in portfolio management. Through examples like GameStop, the discussion underscores the need for proactive investment strategies to outperform market benchmarks in a changing financial landscape.

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