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Perhaps the emperors of smart beta aren't wearing any clothes.
New research by Wharton professors and a colleague shows that the size of the managed-fund industry is a factor of growing importance in the classic managed vs. index debate.
Investors have a sharp eye for value in today's environment, and the operation of any actively managed funds you recommend to clients should be explained in detail to demonstrate their worth.
Employing an active or passive portfolio discipline doesn't have to be an either-or proposition. Each approach has its pros and cons, and the prudent investor should change course depending on market factors and personal preference.
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