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?