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

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.