Brian Andrew, CIO of Johnson Financial Group, spoke to the Marquette
University AIM students on Wednesday, September 7, 2016.
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| Brian Andrew and Dr. Krause |
The students in Dr. Krause’s AIM Investments class had an
opportunity to hear from Brian Andrew, CFA, Chief Investment Officer at Johnson
Financial Group.
Mr. Andrew talked about the active vs. passive investment debate – and
provided the students with many important considerations to take into account.
He clearly outlined the differences in the two approaches and made a strong
case for using both passive and active investment strategies within a
portfolio.
Brian also provided important information about choosing an index
fund carefully and having a methodology for identifying active managers who can
be successful.
Dr. Krause said, “Brian did an excellent job in talking about
how the assets under management by a manager is important to consider. Knowing
how much an investor managers helps in understanding how they are likely to
invest – and understanding the manager’s key performance drivers. He also
talked about knowing now to measure and evaluate a manager’s performance cycle.”
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| Brian Andrew, CIO of Johnson Financial Group |
Johnson
Financial Group provides non-profit organizations and individuals with the investment
strategies and education that needed to achieve their investment objectives. The
firm consists of Johnson Bank,
Johnson Insurance, and Cleary Gull
Advisors. Brian indicated that you can follow him at https://www.johnsonbank.com/Resources/Articles/2016-9-06-Johnson-Bank-Wealth-Weekly-Investment-Commentary. Brian’s
group specialties in: Asset Allocation; Portfolio Construction; Management; and
Strategy.
Prior to being named the Chief Investment Officer at Johnson
Financial Group in August 2015, he was the President and Chief Investment
Officer at Cleary Gull – and prior to that he was a Principal and COO of 1492
Capital Management and President of Ziegler Capital Management and North Track
Funds. Brian is a graduate of the CFA Institute/Harvard Investment Management
Program. He also obtained his Bachelor of Science (BS), Business/Finance from
the University of Minnesota - Carlson School of Management.
