LC 2018

The Advantages of Active Management in a Powerful Portfolio

The currently popular narrative pitting active management against passive management is a false dichotomy that works against the interests of many investors. At the Investment Adviser Association’s Leadership Conference in Dallas on September 27, 2018, recognized industry experts and University of Notre Dame Mendoza College of Business Professor Martjin Cremers discussed the value of active management – and how both active and passive investment strategies can work together to maximize benefits to clients.

A video of their presentation, along with videos of their individual remarks, are available on this page and on the IAA’s YouTube Channel.

Speakers’ PowerPoint presentations are available in the links below.

  • Martijn Cremers, Bernard J. Hank Professor of Finance, University of Notre Dame
  • David Lafferty, Chief Market Strategist, Natixis Advisors, L.P.
  • Scott Gonsoulin, Investment Manager, Teacher Retirement System of Texas
  • Anne Lester, Head of U.S. Retirement Solutions for Global Asset Management Solutions, J.P. Morgan Asset Management

The panel was moderated by Rolf Agather, CFA, Managing Director of Research, FTSE Russell.

View the videos of The Advantages of Active Management in a Powerful Portfolio

From left: FTSE Russell’s Rolf Agather, Professor Martjin Cremers, Natixis Advisors’ David Lafferty, Scott Gonsoulin of the Teacher Retirement System of Texas, and Anne Lester of J.P. Morgan Asset Management.