Monthly Luncheon: Indexing: The Truth About Its Size and Impact presented by Brian J. Scott of Vanguard

  • 13 Dec 2018
  • 11:30 AM - 1:00 PM
  • Phoenix Country Club (at 7th Street and Thomas)

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Indexing: The Truth About Its Size and Impact

Indexing has become an undeniable force in the investment world.  Indexing's rise didn't happen by accident: its low costs and long-term performance make a strong investment case for the strategy.  As investors continue to adopt indexing, pundits increasingly raise skepticism about the strategy and its impact on the markets. 

Perhaps due to its success, some argue that indexing hurts price discovery, stifles competition, and leads to higher volatility.  Vanguard will share insights into these issues and set the record straight about indexing, its size, and impact.  


Event Details

When:

Thursday, December 13, 2018

11:30am to 1:00pm

 

Where:

Phoenix Country Club

2901 N. 7th Street

Phoenix, AZ 85014

 

(Don't forget that if you are a member, you can invite colleagues from outside your organization to our event for free with your paid registration.  Just email us with your guest name, company and email address to Matt Bradford at mjb15@ntrs.com


About Brian J. Scott, CFA

Brian is a senior investment analyst in Vanguard Investment Strategy Group.  He is a member of the group responsible for capital markets research, the asset allocations used in Vanguard's fund-of-fund solutions, such as Target Retirement Funds, as well as maintaining and enhancing the investment methodology used for advice-based relationships with high-net-worth and institutional clients.  Previously, Mr. Scott served as a senior investment analyst in Vanguard Portfolio Review Department, where he was responsible for engaging with the institutional and advisory clients of Vanguard funds and contributed to the oversight of the managers of the funds.  Mr. Scott has more than 16 years of experience in the investment management industry and holds the Chartered Financial Analyst certification.  Mr. Scott earned a bachelor's degree from Boston College and an M.B.A. from The Pennsylvania State University.  


The statements and materials presented at WP&BC Phoenix Chapter events are solely the opinions of the speakers and do not represent the opinions or positions of WP&BC Phoenix Chapter. In addition, WP&BC Phoenix Chapter assumes no responsibility for the content or accuracy of the statements and materials presented by speakers at WP&BC Phoenix Chapter events

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