Global Conference 2017

Active and passive investment management have a symbiotic relationship. Market volatility and the increasing complexities of a global economy create interdependent opportunities and challenges for the two edges of investment philosophy. Success comes from appropriately balancing the two. During this session, panelists will consider these questions:

  • How are asset managers and institutional investors striking the right balance?
  • From abandoning traditional benchmarks to delivering customized asset allocations, how and where active and passive will fit in the portfolios of the future?


Jim McCaughan

President, Global Asset Management and CEO, Principal Global Investors


Debbie Alliston

Head of Multi-Asset Portfolio Management, AMP Capital

Everaldo Franca

CEO, PPS Portfolio Performance Ltd.; Consultant, ABRAPP

Lori Heinel

Deputy Global Chief Investment Officer, State Street Global Advisors

Jonathan Steinberg

CEO and President, WisdomTree Investments Inc.

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