The case for having your money actively managed.

There’s a lot of myths in the market about the benefits of passive, against active, investing.

We believe actively managed portfolios are a far better deal for clients than passive portfolios, even after the slightly higher fee level active portfolio management demands – and that many current discussions around active investment are ill-informed.

Our quantitative strategy lead Steffan Berridge has looked through the evidence – as part of our genuine commitment to help every Kiwi investor access the best information available, and make decisions based on a clear understanding of the strategies and considerations that best align with their priorities, individual values, and long-term goals.

See his analysis, and judge for yourself – by downloading the whitepaper below.