Each year, PortfolioConstruction Conference features a core, 13-hour independent plenary program. It is interspersed twice daily with six concurrent Due Diligence Forum sessions, delivering research papers developed for Conference by our carefully selected Partners...

Due Diligence Forum speaker

Peter Gunning
Chief Investment Officer, Asia Pacific
Russell Investment Management

Due Diligence Forum summary

Success in active management depends on taking active positions, or bets, relative to a benchmark. Bets that are common to multiple skilled managers are more likely to pay off than those that are unique to an individual manager. When it comes to active management, two heads are better than one, and three heads are even better! Harnessing this insight to generate excess returns is a complex portfolio construction problem, requiring the ability to blend skilled managers and carve out those bets most likely to add value.