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How to assess Risk ? Active versus Passive asset management

Event Description

As the frontier between active and passive (indexed, such as ETFs) asset management is blurring, investors need to be more than ever able to analyse sources of potential risks and performance for their investments.
As reminded by CFA Institute's initiative, Future of Finance, transparent and fair information is key to rebuild investor's confidence in the financial system.
Our speakers, Matthijs Koen, VP Portfolio Analytics, FactSet,  and Thomas Lancereau, CFA, Director of Mutual Fund Analysis, Morningstar France,  are part of the leading firms on quantitative and qualitative analysis.
Together they will present updates on:
• Quantitative and qualitative analysis: how to analyse potential risks and performance?
• The "ideal factsheet": which information is key for investors, on a set of active/passive/ 'optimized' (alternative to cap-weighted indices) equity funds?

18h15: Registration
18h30: Presentation and Q&A 
20h00: Networking cocktail
This event will receive 1,5 CE credits

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Start Time

04/02/2014 18:15

End Time

04/02/2014 21:30

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Location Info

BNP Paribas IP
14 Rue Bergère
Paris 75009


Matthijs Koen, VP Portfolio Analytics at FactSet
Matthijs Koen is  VP Portfolio Analytics at FactSet. In his current role he heads the Portfolio and Quantitative Analytics specialists team for Continental Europe at FactSet.  From 2012 to 2013 he worked as CIO at Ostrica (Dutch retail Asset Manager) were he was heading the Portfolio Management department and responsible for Investment Strategy. From 2006 to 2013 he worked as a Global Equities Portfolio Manager at ABN AMRO Private Bank.
Matthijs holds a Master's degree in International Business Studies from the University of Maastricht in the Netherlands.
Thomas Lancereau, Director of Mutual Fund Analysis at Morningstar France
Thomas Lancereau, CFA, is Director of mutual fund analysis for Morningstar France, the Paris-based office of Morningstar, Inc.  Before joining Morningstar in 2008, he was an associate director for fund analysis for Standard & Poor's Fund Services, where he conducted analysis, portfolio, performance, and team reviews across a range of asset classes including equity, fixed income, and asset allocation ; he also worked as a country risk economist for BNP Paribas.
Thomas holds a post-graduate degree in international economics and finance from the University Paris IX Dauphine. He also holds the Chartered Financial Analyst (CFA) designation.

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This event is open exclusively to CFA Society France Members and Candidate Members.
Please email for all query.

All Day Event




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Content Type: MyCFA Calendar
Created at 17/01/2014 05:10 by
Last modified at 03/02/2014 09:50 by