Concurrent Session: The Evolution of Investing: Has the World Gone Passive?

Monday, June 5, 2017 | 3:15PM - 4:15PM | Room: Palazzo D  |   Economics and Markets

 |  Richard Glass | Irene Aldridge | Adam Frederick | Victoria Sivrais |

Historically, investors have engaged in active and passive investing. Active investing, which includes algorithmic, fundamental, and quantitative continues to dominate investment dollars, but there has been tremendous growth in passive assets, such as index funds and ETFs. The line between these two investment approaches has begun to blur with the rise of factor-based strategies. What are the implications for IR from this growth in passive investing? 
 
Learning Objectives: 
  • Understand the explosive growth in passive and how IR can best work with this segment
  • Learn about factor-based investing and IR outreach opportunities
  • Bring insight back to your C-suite about the trends in passive vs. active and the influence on valuation