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Event Detail


Professional Development Program:
The Timeless Efficiency of Index-based Investing for Pension Funds: Case Studies on Strategic Allocation, Risk Budgeting, Tactical Allocation and Transitions
Presented by Steven Schoenfeld
CFA Institute PDP Eligible

  This event is closed for registration
Date: 5/11/05
Time: 12:30 to 2:00 PM
Member Cost: $30.00
Nonmember Cost: $50.00
CFASF Review Student Cost: $30.00
Lunch will be served.
Refund Policy: Cancellations must be received by Noon on May 8th. No shows who have not prepaid will be invoiced.
Location: Palace Hotel

Address: 2 New Montgomery Street, San Francisco

Speaker(s): Steven Schoenfeld, Chief Investment Strategist for Global Quantitative Management and head of Global Quantitative Investment Committee at Northern Trust Global Investments
Speaker Website: http://www.activeindexinvesting.com
Chair(s): Andrew Greenberg, CFA
Event Description:
In 2004, Steven published "Active Index Investing - Maximizing Portfolio Performance and Minimizing Risk through Global Index Strategies". The talk will be a sophisticated one that will focus on Parts One and Five of the book, namely, on the evolving theory of the use of indexing and on how sophisticated investors - primarily Plan Sponsors - put "indexing at the core" of their programs.    Members are strongly encouraged to read the book before attending the luncheon, as it will help them understand the content/context of Steven's talk, and give them a good foundation. Please go to the book's "E-ppendix" at http://www.activeindexinvesting.com

Steven Schoenfeld is the Chief Investment Strategist for Global Quantitative Management and head of Global Quantitative Investment Committee at Northern Trust Global Investments (NTGI), which has about $185 billion in index and enhanced index strategies committed to the world's major equity and debt markets. He was the Founder and Editor-in-Chief of IndexUniverse.com and a Senior Research Fellow at Duke University's Global Capital Markets Center. He was also a Managing Partner of Global Index Strategies, specializing in financial product development and benchmark selection. In 2003, Steven served as Chief Investment Officer of Active Index Advisors (AIA), a San Francisco-based asset manager specializing in customized, tax-optimized enhanced index portfolios for individuals and institutions. Previously he was a Managing Director at Barclays Global Investors (BGI). In his six years at BGI, he served as Head of International Equity Product Management, Chief Investment Strategist and Team Leader of BGI's International Equity Management Group. In this latter role he was responsible for the management of over $70 billion in developed international and emerging market index investments, including BGI's international and global iShares exchange-traded funds. He also served as BGI's Global Coordinator for Index Methodology, and was a member of BGI's Global Equity Index Investment Committee. Prior to joining BGI in 1996, Steven worked for five years at the International Finance Corporation (IFC) where he helped develop the IFC Investable (IFCI) Emerging Market Indexes (now managed by Standard & Poor's) and structured the first index funds and derivatives based on the IFCI Indexes.   Steven was a Fulbright Scholar in Economics at the National University of Singapore, holds a B.A. in History and Government from Clark University, and received a M.A. in International Economics and American Foreign Policy from the Johns Hopkins University School of Advanced International Studies (SAIS).  

Other Information:
As an approved provider in CFA Institute's Professional Development Program, SASF has determined that this program qualifies for 1.5 hours of PD Credit.

 
 


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