Matthew Lui is the Vice President of Investment Research at Canterbury Consulting. As a member of Canterbury’s Research Group, Mr. Lui is responsible for sourcing, evaluating, and monitoring traditional, long-only equity managers. Mr. Lui serves as the chair of Canterbury's Global Equity Manager Research Committee and the vice chair of the Hedge Funds Committee.
Does passive investing have a place in the most active market in recent history? Are index funds safe?
Just because index funds have been volatile does not mean investors should necessarily steer clear. They should assess their risk tolerance in light of the drawdown and understand that even though investing in index funds has been smooth sailing for quite some time, every once in a while you'll get whacked with an event like what happened in the first quarter.