Active vs Passive – Investment styles under review

Self certified

Wednesday 16th December 2020





Active. Passive. Multi-Asset. Evidenced Based. Advisory. Discretionary. There’s plenty of jargon there but what do they all mean? How do they work? Is it possible to work out which one is best?

Learning Objectives

In this session we covered…

  • The jargon and what it means
  • How do the different investing approaches work
  • How do you determine the right approach


Jasper Thornton-Boelman

As an Investment Manager at Parmenion, Jasper’s role within the Parmenion investment team involves both quantitative and qualitative investment research across all asset classes, as well as the construction and ongoing management of investment solutions from both a risk and performance perspective. Alongside the rest of the investment team, he also sits on the tactical asset allocation committee. Upon graduating, Jasper began his career at Hargreaves Lansdown as a pensions and investment consultant. This was followed by a move into the financial advice industry before joining Parmenion Investment Management in early 2016. Jasper has a first class degree in Economics from Cardiff University, the Diploma in Regulated Financial Planning, the Investment Management Certificate (IMC) and is a CFA Charterholder.

Toby Gibb
Fidelity International

As Global Head of Investment Directing - Equities at Fidelity International, Toby manages the teams of Global Investment Directors who work closely with Fidelity’s Equity Portfolio Managers. The Investment Directors are primarily responsible for product support and client liaison – communicating portfolio strategy, positioning, characteristics and performance.Toby has 16 years of industry experience, beginning his career in asset management in 2001 as an Analyst for TT International. From there, he went on to become an Investment Specialist for Henderson Global Investors in 2005 and joined Fidelity in 2009. Over his tenure with Fidelity, he has held various Investment Directing roles covering European Equities, Equity Income, Absolute Return and Multi Asset strategies. He is a CFA Charterholder.

Ben Kumar

Ben is Senior Investment Strategist at 7IM. Ben joined 7IM in 2010 as a Research Analyst after completing his degree in maths and philosophy in Bristol. Ben became an Investment Manager in 2013, and is now a Senior Investment Strategist in the Investment Team, specialising in behavioural finance. Ben appears regularly on radio and television, discussing the financial world

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