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Indexing is a Series of Active Decisions

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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.
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Indexing is a Series of Active Decisions
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Exam
5 Questions  |  2 attempts  |  4/5 points to pass
5 Questions  |  2 attempts  |  4/5 points to pass
Course Evaluation
7 Questions
Certificate of Completion
1.0 CFP CE credit  |  Certificate available
1.0 CFP CE credit  |  Certificate available