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Smart beta ‘active while being passive’

Smart beta offers a third option in the debate between active and passive funds, says First Trust’s Gregg Guerin

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David Robinson

In this video, Gregg Guerin, senior product specialist at First Trust Global Portfolios, discusses the debate between active and passive funds. Smart beta, he argues, offers a third option: a passive strategy with active elements. He was speaking on the sidelines of Expert Investor’s Pan-European Congress in Barcelona last month.

The gap between active and passive investing is blurring, according to a recent study of 300 firms by BBH.