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Delivering Alpha Conference: When Passive Investing Is Winning

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Michelle deBoer-Jones
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It’s no secret that major stock indices have been soaring up, up and away for many months despite all that’s been happening. The market environment has created problems for wealth managers, who have had difficulties delivering alpha against the indices. However, passive indexing may not be the best idea in certain situations, according to one expert.

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CNBC’s Becky Quick interviewed Mary Callahan Erdoes of JPMorgan Asset and Wealth Management, Ashbel Williams of the Florida State Board of Administration, and Jason Klein of the Memorial Sloan Kettering Cancer Center at the CNBC Delivering Alpha Conference on Sept. 29. They talked about...

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Michelle deBoer-Jones is editor-in-chief of Hedge Fund Alpha. She also writes comparative analyses of stocks for TipRanks and runs Providence Writing Services. Previously, she was a television news producer for eight years, producing the morning news programs for NBC affiliates in Evansville, Indiana and Huntsville, Alabama and spending a short time at the CBS affiliate in Huntsville.