Professional Buyers discuss due diligence best practices and research strategies for selecting asset managers
With thousands of Mutual Funds to consider how do gatekeepers look beyond past performance measures to narrow down candidates?
What new selection criteria should be considered when selecting asset managers?
Gain a better understanding of the asset management selection process from two professional buyers. Hear them discuss research roles and strategies they use when working with clients.
IEN partnered with Fifth Third Bank and CFRA to present an open discussion between two professional buyers on their due diligence programs.
- Get an overview of manager research strategies
- Gain perspective on the research roles Professional Buyers play for their clients
- Understand the manager’s edge and learn about setting appropriate expectations
- Hear about the development of the asset management selection process
- What are the requirements to increase the likelihood of manager selection?
- Scrutinizing quantitative screenings with qualitative criteria
- How professional buyers are looking beyond past performance
- Are there new selection criteria that should be considered?
Meet the Speakers
Ted Finlay
Director and Head of Manager Research
Fifth Third Bank
Ted Finlay serves as a Director and the Head of Manager Research at Fifth Third Bank. In this role, he leads a team of analysts who are responsible for the selection and monitoring of investment managers across all asset classes for Fifth Third’s Private Bank and Institutional Services divisions. Ted has more than 27 years of experience in investment analysis, asset allocation, and manager research. He also serves as the lead portfolio manager for the firm’s full suite of discretionary model portfolios with over $3.0B in assets managed. Ted is also a member of Fifth Third’s Asset Allocation committee.
Todd Rosenbluth
Senior Director of ETF & Mutual Fund Research
CFRA
Todd Rosenbluth is Senior Director of ETF and Mutual Fund Research at CFRA where he leads the firm’s holdings-based research efforts. Todd publishes regular thought leadership content on equity and fixed income products, supports the quantitative fund models and interacts with clients. He also serves as a member of CFRA’s Investment Policy Committee. Todd has frequently provided ETF education at Inside ETFs conferences and been quoted in media outlets, such as Barron’s, New York Times and the Wall Street Journal. Todd also held the position of Senior Director of ETF and Mutual Fund Research for S&P Global Market Intelligence.
Prior to joining CFRA, Todd previously served in other financial positions at S&P Global, such as International Mutual Fund Sector Specialist, Large Cap Value and Large Cap Growth Analyst and has served on the Fund Services Asset Allocation Committee. Prior to joining S&P Global in 2000, Todd was managing editor of Value Line Mutual Fund Survey and Senior Large Cap and Small Cap Value Mutual Fund Analyst. He was also a Financial Advisor with Morgan Stanley.
Gain access to the video recording
Insight Exchange Network
P.O. Box 3867
Santa Cruz, CA 95062
(831) 431-6668
[email protected]
Privacy Policy