Investing with an expert or ‘active manager,' is not something you need to add to your portfolio. But if you do, you have to know why you’re doing it and choose an expert well.
We walk you through our reasons for investing with an expert and the 6 factors we use when looking for one.
In this episode you will learn:
Links Referenced: Morning Star ETF List
Chapters:
00:00 - What is Active Management?
06:45 - 6 Factors to Choosing an Expert
11:10 - Do you need one?
13:25 - Active in Our Portfolios
This is Part 10 of our 12 step series sharing everything we’ve learned about investing to help you get started, or to remind you of why it’s so important.
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Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.
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In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
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Get Started Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
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