The Case for Active Management

Presented by David Moenning,

National Association of Active Investment Management

Synopsis

In this AAII VES Class, NAAIM representative and past-president David Moenning covers the primary elements of an active investment approach. This is a guest speaker segment with testing and credits.

Class Details

Duration:	11 min
Credits:	1
Words of Wisdom:	Yes
Segment Inc. Bonus:	Founders Award Desk Reference PDF
Topic:	Portfolio Management
Knowledge Level:	Novice
Appropriate For:	Managed Account Investors
Pre-Class Suggestions:	Dividend Investing, Fundamental Stock Screen Strategies
Class-Associated Tools:
EI Course Inclusion :	FlexiLearn Course

Additional Elements Included:

•Class Discussion Forum
•Class Survey
•Interactive Forms
•Key Terms and Definitions
•Learning Objectives
•Lesson Summary
•Preliminary Education Materials
•Presentation Slides (PDF)
•Resource Articles & Studies
•Speaker Bio / Contact Info
•Testing for Class Credits

About the Instructor

David Moenning

The National Association of Active Investment Managers (NAAIM) was formed in 1989 as a non-profit association of registered investment advisers who provide active management services to investors. The goal of the NAAIM members is to produce favorable risk-adjusted returns for their clients as an alternative to more passive allocation strategies. Today NAAIM includes more than 110 advisory firm members managing an estimated $30 billion. These firms range from small regional advisers to large national firms with over $1 billion in assets under management. Other members of NAAIM include private equity fund managers, mutual fund companies, custodians and a variety of other firms that provide professional services to financial advisers.

David Moenning has had a long investment career starting in 1980 that included independent money management, a partner in a private money management firm and founded his own firm, Heritage Capital Management. Moenning is a Past President and Chairman of the National Association of Active Investment Managers (NAAIM).