This presentation explores the findings of the SPIVA Scorecard, a robust, widely-referenced research piece conducted and published by S&P DJI that compares actively managed funds against their appropriate benchmarks on a semiannual basis. We’ll also clear up common misconception about active and passive investing. Attendees will leave this session better informed about investing and better prepared to make effective decisions with their investments.

Learning Objectives:
Nonprofit leaders will learn definitions of both passive and active investing and each of their respective implications, performance expectation differences, fees involved/risks involved, pros and cons of each investment style, and common misconceptions.

Presenters: Dennis Gogarty and Mark Murphy – Raffa Investment Advisers
Recommended CPE: 1 Credit
Field of Study: Specialized Knowledge
Delivery Method: Group Internet Based
Program Level: Basic
Prerequisites: None
Advanced Preparation: None

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