Active vs. passive: Determining the right mix at the right time.

Webinar
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Summary

Like their clients, Morgan Stanley Investment Management makes decisions about where to be invested actively or passively across their portfolios and across time. Their approach to these decisions factors in many of the innovations in both active and passive investing, as well as in tools and information available.  They believe this provides a better lens to answer three main questions about active investing: when, where, and who? Join this webinar to gain more insights into Morgan Stanley Investment Management's approach to these decisions.

Speaker

Greg Waterman
Vice President, Morgan Stanley Investment Management

Greg joined the Portfolio Solutions Group at Morgan Stanley Investment Management in 2020 and has 14 years of industry experience. His role on the team includes both tactical asset allocation and active equity manager selection and monitoring. Prior to Morgan Stanley, he was a senior equity analyst at Cortina Asset Management, a boutique long-only investment management firm focused on small-cap equities. His responsibilities at Cortina included both sector coverage and a role guiding portfolio strategy. Greg began his career at Goldman Sachs in the Global Investment Research division, where his role grew to include lead coverage of the specialty pharmaceuticals sector. Greg received a Bachelor of Arts (B.A.) in Economics, cum laude, from Duke University. He holds the Chartered Financial Analyst designation.