Advice on which portfolio management styles to adopt

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A first-time investor is seeking your advice on which portfolio management styles to adopt.

i. As an experienced portfolio manager critically discuss the investment styles and strategies the investor can adopt.

ii. Critically discuss how does the goal of passive investors differs from the goal of active investors?

iii. Explain at least two techniques active managers use in an attempt to outperform their benchmarks vs. the techniques passive managers use to construct a portfolio.

iv. The investor is also concerned about the efficiency of the market and would like you to explain the implications of anomalies on their portfolio.

v. Conclude by advising which investment style they should adopt based on your experience and opinion.

Reference no: EM133057346

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