Active Share and the Three Pillars of Active Management


December 4, 2025, 12:30 - 1:30 PM EST


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This presentation explores the Three Pillars of Active Management, according to the methodology of Professor Martijn Cremers, PhD, Dean of the Mendoza School of Business, University of Notre Dame.  The three pillars are Skill, Conviction and Opportunity.

Takeaways:

  • Understand how active share measures the degree of active management in a portfolio.

  • Describe how skill, conviction, and opportunity contribute to successful active investment strategies.

  • Evaluate how active managers use these pillars to generate excess returns and outperform benchmarks.

  • Identify key differences between active and passive investing and when active management may be beneficial.

  • Consider how the principles of active management can be used to enhance investment decisions.

Starting In

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Speakers

Martjin Cremers

Martin J. Gillen Dean and the Bernard J. Hank Professor of Finance, University of Notre Dame Mendoza College of Business

Tim Paulin

Senior Vice President, Investment Research and Product Management, Touchstone Investments

Registration & Fees

Cost: Complimentary

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Continuing Education

1 CE credit hour for CIMA®, CPWA®, RMA® certifications. Audit-proof, Premier CE Uploaded to your certification record(s) within 2 weeks.

1 CFP® CE credit for CFP® certifications uploaded within 2 weeks. (PENDING)

Registrants must attend the entire event to earn CE credit.

Can't attend? Register anyway!

You will have one year to watch the recording to receive your CE credit.

 

Access Instructions

After registering on this website, you will receive an email that will confirm your registration. This confirmation email will also contain your Zoom webinar registration link. Please additionally register with Zoom to secure your spot. Please monitor your inbox and spam folders for this communication and contact education@i-w.org if you have any questions. We highly recommend that you test the Zoom platform on your device the day before the event to ensure your participation.

Recording

If you miss the live event, or just want to watch it again, you can access a recording. Instructions for accessing the recording will be emailed within two weeks of the event, and it will be available for viewing for one year. You can only receive credit one time for viewing this program (live or recorded). The recording will be eligible for CE credit for Institute certifications.

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