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How actively is your portfolio being managed? Active Share is a measure of the percentage of stock holdings in a manager`s portfolio that differ from the benchmark index. Join us on this call to learn the basics of Active Share and how advisors can use it to measure active management and get a clearer understanding of what a manager is doing to drive performance.
Cassandra Laymon is the President of Beacon Wealth Consultants and Director of Institutional Sales for LightPoint Portfolios. Cassandra partners with advisors and their business owner and church clients as a Certified Plan Fiduciary Advisor to better understand their company retirement plan objectives and design, to make them values-aligned, efficient, and cost effective. She also assists financial advisors and business owners in better understanding their fiduciary responsibilities and how to effectively delegate those to a qualified investment manager - 3(38) Fiduciary. Cassie is the author of the book I Found Jesus in the Stock Market: How Biblically Responsible Investing Can Change Your Heart, Too. She has also earned the Certified Kingdom Advisor® credential.
Jason Myhre is a managing partner of Eventide, a Boston-based investment company practicing faith -and values-based investing. In his day-to-day work, he serves as director of advocacy, where he speaks to audiences about the importance of considering one's values when making investment decisions. In prior roles at Eventide, Mr. Myhre led marketing and sales.