The Morphic Perspectives Series is designed to highlight topics and subject matter that we think is particularly relevant to investors and then provide a more in-depth analysis on those topics that goes further than our regular blog posts. This quarters piece looks at the rise of passive investment strategies and what it means for active managers. It walks readers through what exactly is passive management and how active management has gotten to this situation. Part II, which will be released in a few weeks will examine what business models can survive and thrive in the rapidly changing world of investment management. Please click here for the (VIEW LINK)
Chad co-founded Morphic Asset Management in 2012. As a stock picker Chad is also a generalist but has strong regional knowledge of Europe and the Americas. He has also been awarded the CFA Charter.