Portfolio Harmony: Balancing Active and Passive (Invite only)
Monday, May 1, 2017 / 5:00 pm - 6:00 pm
Dayton
   
   

Moderator
Jim McCaughan, President, Global Asset Management and CEO, Principal Global Investors

Speakers
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.

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?