Experienced active managers can capitalize on opportunities that fall outside their benchmarks and can manage unwanted concentrations. This has historically resulted in relatively high success rates in generating alpha.

Passive investing has become popular with defined contribution plans due to its low costs and ease of use.

Private equity has become an increasingly viable option for many individual investors seeking to diversify their portfolios and mitigate volatility. In this video, you'll learn more about why your clients should consider this asset class.