Tulsa: Passive Investing is a Series of Active Decisions with Rob Harvey

Passive Investing is a Series of Active Decisions

Widely dismissed early on as a path to mediocrity, index or ‘passive’ investing has been widely adopted by investors; that said, index-tracking managers make active decisions that can lead to unintended consequences and opportunity costs that are seldom discussed, or even considered. This discussion evaluates the impact of many of these decisions, addressing the total costs of adhering to the strict framework that characterizes most benchmarks.

Rob Harvey, CFA - Co-Head of Product Specialists & Vice President
Rob Harvey, an Austin-based Co-Head of Product Specialists and Vice President, serves as a subject matter expert for Dimensional’s equity portfolios and performance. He joined Dimensional in 2016 as an Associate Portfolio Manager and has managed international, emerging markets, and domestic equity portfolios. Rob also worked in the firm’s London office, managing international and global equity strategies within the Portfolio Management team.

Prior to joining Dimensional, Rob worked in the treasury department of Cisco Systems, trading foreign exchange, managing fixed income portfolios, and conducting the company’s share repurchase program.

Rob earned his MBA from the Haas School of Business at the University of California, Berkeley. He received a Bachelor of Science in finance and international business and a Bachelor of Arts in German from Villanova University and is a CFA® Charterholder.