Indexing is a Series of Active Decisions
Includes a Live Web Event on 10/09/2024 at 12:00 PM (MDT)
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Many investors trust their investment portfolios to index funds for broadly diversified market exposure at a seemingly low cost, based on a belief that this so-called “passive” investing approach helps them avoid subjective investment decisions. However, many active decisions lurk beneath the surface of index funds—and at potential cost to investors.
Join Rob Harvey, Head of Equity Product Specialist at Dimensional Fund Advisors as he pulls back the curtain on indexing to expose these active decisions, evaluate the incentives of the parties involved, and explores what Dimensional believes is a better way.
- Gain an understanding of the active decisions behind so-called “passive” index funds.
- Examine the potential hidden costs of how index funds buy and sell stocks.
- Explore a time-tested alternative that helps investors go beyond indexing.
Rob Harvey, CFA®
Co-Head of Product Specialists & VP
Dimensional Fund Advisors
Rob Harvey, Co-Head of Product Specialists, serves as a subject matter expert for Dimensional’s equity portfolios and performance. He joined Dimensional in 2016 as an Associate Portfolio Manager and has managed international, emerging markets, and domestic equity portfolios. Rob also worked in the firm’s London office, managing international and global equity strategies within the Portfolio Management team.
Rob earned his MBA from the Haas School of Business at the University of California, Berkeley. He received a bachelor of science in finance and international business and a bachelor of arts in German from Villanova University and is a CFA® charterholder.
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