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Event Registration - The New Investment Paradigm: Active And Passive

Start Date:
Tuesday, May 22, 2018
End Date:
Tuesday, May 22, 2018
Please note this event has been cancelled

The New Investment Paradigm: Active and Passive Active Managers have struggled in the last few years, and asset flows have gone to low cost passive funds and ETF’s. As managed accounts and UMA platforms grow, more market share and decision control is moving to the packager. New digital advice providers are pivoting how clients perceive value, frequently focused on low cost as a key part of “Value”.

So how does an active manager compete? Is there as much pressure on active management in fixed income and international equities as we’ve seen in US Equities? Should the asset allocator move entirely to passive to manage “all in” cost, or is there still shelf space in a client portfolio for active managers? And how does the digital advisor decide asset mix? Have we pivoted to active management coming from allocation rather than security selection?

We will explore these paradigm shifts for the future of active and passive management in this one day event, and consider the consequences for allocators, advisors, and investment managers.

Conference will feature the following panels and presentations:
  • The Asset Allocation Decision
  • The Case for Active
  • The Case for Passive
  • The Value Proposition of Smart Beta
  • The Importance of Manager Selection in Active Management

Featured speakers include:
P. Brian Enyeart, CFA, President, Strategic Advisers
Ben Inker, CFA, Portfolio Manager, Head of Asset Allocation, GMO
Nathan Thooft, CFA, Senior Managing Director & Senior Portfolio Manager, Asset Allocation, Manulife Asset Management
Karen Wong, Managing Director, Mellon Capital

Please note this event has been cancelled. Registration is no longer open.
Courtyard Boston Downtown
275 Tremont S
Boston, MA 02116
Description:Members: $250 Non- Members: $350
CE CreditCFA Boston has determined that this event qualifies for 5.5 CE credit hours under the guidelines of CFA Institute's Continuing Education Program. If you are a CFA Institute member, CE credit for your participation in this event will be automatically recorded in your CE tracking tool.
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