active management

• Building portfolios: The active/passive continuum

  Craig Lazzara (S&P DJI), Nathan Lim (Lonsec), Duncan Burns (Vanguard), & Clive Maguchu (State Street Global Advisors) discuss how active and passive strategies can be combined in investment portfolios.

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• IMAP's Independent Thought - Podcast Series for Advisers about Managed Accounts, Investments, practical applications.
• Managed accounts: Platforms and administration

  Julian Lefcovitch (North), Matt Swieconek (Findex), and Simon Wu (Quest Asset Partners) discuss some of the key factors advice practices need to consider when selecting a managed account on platform or building their own managed account offering

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• Opportunities for active management - Independent Thought Roundtable

  Anu Ganti CFA (S&P DJI), David Wanis CFA (Longwave Capital Partners), and Veronica Klaus (Lonsec) discuss the role of active management in a volatile and challenging environment.

• Passive insights for active management

   Craig Lazzara (S&P DJI) provides his thoughts behind why active managers face severe and continuing performance challenges when investing.