Sponsored Webinar: A Conversation on the Intersection of Fundamental and Quantitative Investing

Sponsored by:

As quantitative investing has evolved to integrating vast alternative and behavioral datasets, we believe the edge now lies in how effectively information is built into a repeatable process. With the proliferation of these tools, the line between fundamental and quantitative investing has blurred. Most managers today operate somewhere on a spectrum, using systematic tools to evaluate opportunities more consistently and broadly. The challenge is that widespread adoption of the same risk models and the path to tracking error optimization has pushed many active managers, whether purely fundamental or quantitative, toward similar benchmark-aware positioning. 

The implication for active management is significant: as portfolios increasingly mirror the index, the distinction between active and passive becomes more about labeling than genuine differentiation. We believe that true alpha potential requires moving beyond benchmark construction and implementing investment processes that leverage quantitative efficiency but are grounded in identifying attributes like valuation, fundamentals, and earnings that have demonstrated durability across full market cycles.

Our presenters:

Alexander Atanasiu, CFA, is a Portfolio Manager on the Disciplined Equity Team at Glenmede Investment Management LP. His primary responsibility is managing a suite of equity strategies and conducting research on the development of new strategies. He is also responsible for management and oversight of the firm’s proprietary stock ranking tools, multifactor stock optimizations, assessment of leading indicator analysis, and development of analytical tools to support the portfolio management process. Mr. Atanasiu began his professional career with the company upon graduation from Swarthmore College where he holds dual degrees in engineering and physics. He received a Master of Business Administration with distinction with concentrations in quantitative finance and business analytics from The Stern School of Business at New York University. Mr. Atanasiu is a CFA® charterholder. His market commentary has been quoted in periodicals such as Barron’s, The Wall Street Journal, The New York Times, Bloomberg, Risk.net, Business Insider, and The Financial Times.

Ted Hart, CFA, is the Director of Institutional Markets for Glenmede Investment Management LP. In this role, Mr. Hart leads the sales effort for institutional and consultant relationships. Prior to joining GIM, Mr. Hart worked for Macquarie Asset Management, where he held several positions in their client solutions group focusing on institutional clients and consultant relations. Mr. Hart earned a Bachelor of Arts in economics from Georgetown University. He earned a Master of Business Administration in finance and international business from Villanova University. Mr. Hart is a CFA charterholder and a member of CFA Society Philadelphia. He holds FINRA Series 7 and 63 licenses.

Registration is free of charge.