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Jack Shannon: Unveiling the Future of Active Management and ETFs

Resolve Riffs Investment Podcast

CHAPTER

Navigating Active Equity Management Strategies

This chapter explores the day-to-day activities of active equity managers, including analyzing individual investment strategies, assessing portfolio managers, and issuing ratings on their performance. It discusses the objectives of outperforming passive benchmarks, challenges faced, different strategies employed, and the debate on beating benchmarks based on risk-adjusted metrics. The conversation delves into concepts like 'closet indexers,' deviating from benchmarks, aligning investor preferences with manager objectives, generating long-term alpha, and the complexity of recommending active funds in portfolios.

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