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ON-DEMAND WEBCAST: COMPETITIVE STRATEGIES FOR ACTIVE MANAGERS

In 2017, FactSet and Greenwich Associates interviewed portfolio managers, chief investment officers, and asset management analysts across the United States, Europe, and Asia to better understand the global shift from actively managed funds to passive, index-tracking strategies.

In this webcast, Richard Johnson of Greenwich Associates and John Adam of FactSet sift through our findings and answer key questions:

  • How do today’s portfolio managers view the shift from active to passive?
  • How will economic uncertainty affect growth rates and asset-price correlations, and what opportunities will emerge for active managers?
  • According to most portfolio managers, what will trigger a shift back to active? Why might they be proven wrong?
  • How do active portfolio managers plan to compete with their passive counterparts?
  • What role will alternative data play in helping active managers remain competitive?

Presented By

Moderator

Brenda Tsai, SVP, Global Head of Marketing, FactSetBrenda-Tsai.jpg

Brenda Tsai is FactSet’s Global Head of Marketing. Brenda leads all FactSet corporate and business line marketing, communications, and sales enablement across North America, Europe and Asia. Brenda joined FactSet in 2015 from General Electric, where she was an Executive Managing Director, leading several GE Capital Global Mid-Sized Business Marketing Programs. At GE, Brenda also worked in the CMO office where she led General Electric’s Top 25 Innovation Programs. Prior to working at GE, Brenda was the business leader for a number of Procter & Gamble and Clorox brands, including Duracell, Clairol, and Glad brands. Brenda worked at Booz-Allen & Hamilton as a strategy consultant, where she helped to develop turnaround strategies across Fortune 1000 companies based in China and Southeast Asia. She started off her career as an Emerging Markets Fixed Income Analyst at Salomon Brothers.  Brenda holds both a Masters in Business Administration and a second Masters in East Asian International Studies from The Wharton School at the University of Pennsylvania. She earned her B.A. in Political Science, with honors, from Stanford University.

Speakers

Richard Johnson, VP, Market Structure and Technology, Greenwich AssociatesRichard-Johnson.jpg

Richard Johnson is an equities and financial technology expert in the Firm’s Market Structure and Technology practice. He has 20 years of industry experience in financial markets. Richard began his career at Barra (now MSCI Barra) as a sales consultant for their suite of risk models and portfolio construction tools. From Barra he joined Investment Technology Group where he was able to apply his quantitative skills to the rapidly growing algorithmic trading business. He was a founding employee at Miletus Trading – a boutique electronic brokerage firm – where he served as the Head of Sales & Trading. In 2007, Richard led the sale of Miletus Trading to Liquidnet where then served as a senior product manager focusing on execution and analytics. In 2013, Richard joined Société Générale where he ran Electronic Trading in the Americas. Prior to joining Greenwich Associates, Richard was consulting with companies focused on bitcoin and blockchain technology. Richard holds a BA in Economics and Statistics from the University of Exeter.

John Adam, SVP, Director of Portfolio Management and Trading Solutions, FactSetJohn-Adam.jpg

John Adam is a Senior Vice President and Global Director of Portfolio Management and Trading Solutions at FactSet. Prior to this role, he served as the Global Head of Product Strategy at Portware LLC, A FactSet Company. Mr. Adam has over 18 years of experience in financial services technology. Before joining Portware, he held various roles at Liquidnet, including Director of Product Management and Director of Corporate Strategy. He also held product and sales engineering roles at NEON, Sybase, and Slam Dunk Networks. Mr. Adam holds a B.A. in International Relations from the Maxwell School at Syracuse University.

Patrick Biddiscombe, CEO

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