401(k) Fridays Podcast

Selecting Index Funds: Just Look At Expense Ratios, or Is There More To Consider?

Informações:

Synopsis

For the last several years a consistent message in the marketplace for retirement plan sponsors, participants and the industry has been the importance of investment fees. The good news is nearly all investment fees have been on a downward trend.  As the cost of many passive investment options approach zero, is expense still the most important factor when evaluating index strategies?  Today, I am happy to welcome Marty Kleppe, Head of Index Investing at Vanguard to share his thoughts.  With the continued popularity of index funds in retirement plans, Marty shares some timely thoughts about index investing is more than just low cost, what securities lending is and the role it plays and finally how there is skill involved in managing index funds.  This was a great conversation and one to definitely stick with to the end as I give Marty the opportunity to respond to some of comments active managers have shared about index managers over the years. Also, Marty and his team put together a white paper on this topic w