

At the Money: Avoid Closet Indexing
Apr 17, 2024
Andrew Slimmon, Managing Director at Morgan Stanley, discusses the dangers of closet indexing in mutual funds. They explore the risks of not deviating from benchmark indexes and how transparency and active share impact performance. The conversation touches on the benefits of low-cost passive vs. concentrated active investing strategies.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 4min
Navigating Active Management Challenges
04:02 • 9min
Navigating Closet Indexing and Managing Fund Flows
12:40 • 2min
The Importance of Portfolio Transparency and Active Share in Performance
14:14 • 2min
Optimal Investing Strategies: Passive vs Active Management
16:40 • 2min