Active managers outperform in first half of 2017

Moderate risk portfolios outperform 60/40 portfolio represented by S&P 500 & Bloomberg Barclays US Aggregate Bond Index

dollars-perspective
Performance review: the latest release is based on 345 portfolios submitted by financial advisers

Active asset management rallied in the first half of this year, with the best-performing portfolios having allocations to US, international and emerging market equities, with a greater share to active managers compared with index funds, according to Natixis Portfolio Clarity.

In its mid-year review of financial advisers’ moderate risk portfolios, the consulting firm found the average moderate risk model portfolio returned 6.8% for the first half of 2017, outpacing the 60/40 portfolio

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