Adam Butler, CFA, CAIA
Adam Butler, CFA, CAIA

ReSolve Riffs: Unveiling the Future of Active Management and ETFs – Jack Shannon

Economic Insights

In this episode, we are joined by Jack Shannon, Senior Analyst at Morningstar, to discuss the dynamics of active equity management, portfolio construction, and the importance of downside protection in long-term investment success. Jack shares his insights on various topics, including:

Topics Discussed

  • The asymmetry of returns and the importance of preserving capital on the downside
  • The role of active equity managers and the challenges they face in deviating from benchmarks
  • The impact of fund flows on portfolio management and the potential risks of passive investing
  • The role of risk management in active investing and the difficulty of identifying winning strategies in advance

This episode is a must-listen for anyone interested in active equity management, portfolio construction, and long-term investing. Jack’s insights provide valuable strategies to navigate the complexities of the financial markets and better understand the nuances of active management.

This is “ReSolve Riffs” – published on YouTube every Friday afternoon to debate the most relevant investment topics of the day, hosted by Adam Butler, Mike Philbrick and Rodrigo Gordillo of ReSolve Global* and Richard Laterman of ReSolve Asset Management.

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Adam Butler, CFA, CAIA
Adam Butler, CFA, CAIA
Adam Butler is Chief Investment Officer of ReSolve Asset Management, sub-advisor to an alternative allocation strategy at Rational Funds. He manages ETF and futures based strategies including a global risk parity ETF, two Adaptive Asset Allocation funds, and a multi-strategy hedge fund. Adam is also author of the book Adaptive Asset Allocation: Dynamic Global Portfolios to Profit in Good Times and is ranked in the top 1% of authors by paper downloads on SSRN. He has authored over a dozen papers and dozens of articles on asset allocation; factor investing; quantitative methods; and portfolio optimization. Adam holds both CFA and CAIA charters and appears on BNN Bloomberg and CNBC.

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Will Mag 7 stock Nvidia beat estimates? David Miller, Co-Founder and Chief Investment Officer of Catalyst Funds, Rational Funds, and Strategy Shares, provided his insights to CNBC on Nov. 19 on why he believes the company will come out ahead this week despite potentially challenging headlines.
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