February 08, 2023

The Arithmetic of Active Management

The arithmetic of active management is a simple investment concept that can be used to enhance portfolio performance. In this episode of Focus Weekly Perspectives, Head of Investment Research Jared Kizer explores this idea, explains the two types of investors and shares the possible costs of active management.

About the Author

Jared Kizer

Lead Research Analyst

Jared Kizer is the Lead Research Analyst for Focus Partners Wealth. By reading and analyzing the latest research in investment strategy and finance, Jared is able to draw practical applications and apply his findings to help clients improve the structure of their portfolios and achieve their goals. He is also a member of the firm’s Investment Policy Committee, which evaluates findings from academic research and applies that learning to develop its investment strategy recommendations.