Passive/Index Investment Trends and Their Impact on IR

April 19, 2018

Passive investing is on the rise, a trend that has some IR professionals wondering where they fit into an investor landscape increasingly dominated by index funds. As more and more money flows into index funds and ETFs, the role of investor relations professionals is evolving. Hear from our panel about how IR professionals can successfully navigate this changing landscape.

Learning Objectives:
  • Get up to speed on the current trends toward passive investment
  • Develop an understanding about the real makeup of assets in the marketplace
  • Hear how an IR professional can make the best use of their time with the investment community
  • Kevin Roy, Managing Director, Global Markets Intelligence, Ipreo (moderator)
  • Jennifer Almquist, CPA, IRC, Founder, Ivy Street Advisory
  • Phillip Brzenk, CFA, Director, Global Research & Design, S&P Dow Jones Indices
  • J.T. Farley, Managing Director, Investor Relations and Corporate Communications, Investment Technology Group