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Live Stream: Industry Leaders Discuss Value of Active and Passive Management in Portfolio Construction

September 24, 2018

IAA Vice President, Communications & Marketing Herb Perone.


Event Streamed Live via new Portal from the Active Managers Council

Washington, DC (September 24, 2018) – A panel of industry leaders will discuss the value of active management and how both active and passive investment strategies can be incorporated into a portfolio to improve investment outcomes. The panel session will be streamed live from the Investment Adviser Association’s Leadership Conference in Dallas, TX on Thursday, September 27 at 4:30 p.m. Eastern Time via a new educational portal launched by the Investment Adviser Association’s Active Managers Council.

Participants in The Advantages of Active Management in a Powerful Portfolio session include:

  • Martijn Cremers, Bernard J. Hank Professor of Finance, University of Notre Dame and Interim Dean of Mendoza College of Business;
  • David Lafferty, Chief Market Strategist, Natixis Advisors, L.P.;
  • Anne Lester, Head of U.S. Retirement Solutions for Global Asset Management Solutions, JP Morgan Asset Management;
  • Scott Gonsoulin, Investment Manager, Teacher Retirement System of Texas; and
  • Rolf Agather, CFA, Managing Director of Research, FTSE Russell (moderator).

Professor Cremers will provide a summary of his new literature review, Challenging the Conventional Wisdom on Active Management: A Review of the Past 20 Years of Academic Literature on Actively Managed Mutual Funds. The review is co-authored by Jon A. Fulkerson, University of Dayton, and Timothy B. Riley, Sam M. Walton College of Business, University of Arkansas.

The Active Managers Council (AMC) was formed by the IAA, with support from members, to provide education and research on the value of active management and to engage on related public policy issues. Through research papers commentary and educational material available through its new portal, the AMC aims to be a valuable resource for investors and policymakers seeking to learn more about the role of active and passive investment strategies.

Those interested in viewing The Advantages of Active Management in a Powerful Portfolio can register on the AMC website at Immediately after registering, participants will receive a confirmation email with a link to the session’s PowerPoint presentations.

A recording of the presentation will be available on the AMC website early next week.


About Investment Adviser Association

The Investment Adviser Association (IAA) is the leading trade association representing the interests of SEC-registered investment adviser firms. The IAA’s more than 640 member firms collectively manage assets in excess of $20 trillion for a wide variety of institutional and individual investors. For more information, visit or follow us on LinkedIn, Twitter and YouTube.

About the Active Managers Council

The IAA formed the Active Managers Council to support education and research on the value of active management for investors and the capital markets and to engage on relevant public policy issues. For more information, visit


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