Pt.1 - Richard Croft, "Passive versus Active Investing, The Debate" - Advocis - The Time Is Now 2010

Richard Croft has been in the securities business for 35 years. He has been licensed as an investment counselor/portfolio manager since 1993, and has operated under the corporate name R. N. Croft Financial Group Inc. Richard is a global portfolio manager focusing on risk-adjusted performance. He believes that portfolio management is not solely about short-term returns, but about how that return is achieved over the longer term.

Richard writes a weekly market commentary column for Scotia iTrade. He is a regular contributor to Investment Executive, where his articles focus on options and option strategies.

In 1999, Richard developed two option-writing indices for the Montreal Exchange (Mx) and writes regular options commentary at the Mx website.

Richard developed the FundLine methodology, which is a graphic interpretation of portfolio diversification. He also developed an index for rating the performance of fund managers. The proprietary model, known as Manager Value Added Index (MVA Index), rates mutual fund portfolio managers on a risk-adjusted basis relative to a benchmark.

In 1999, Richard co-developed a portfolio management system for Charles Schwab Canada. This portfolio program was designed to provide registered advisors at Charles Schwab Canada with a defensible long-term investment program that could be marketed to Charles Schwab clients worldwide.

Most recently, Richard co-authored his ninth book a Canadian bestseller on portfolio building entitled Protect Your Nest Egg.

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