Remy Blair sits down with Chris Grogan, Portfolio Manager and Director of Asset Allocation Services at Eventide Asset Management, for an insightful conversation on the evolving world of systematic investing. Grogan breaks down this rules-based, data-driven approach blending the discipline of passive indexing with the conviction of active management to create a strategy rooted in efficiency, consistency, and purpose.
Grogan highlights how systematic investing stands apart from traditional methods, offering cost-effectiveness, reduced tracking error, and a structured framework guided by Eventide’s core principles of value creation and ethical stewardship. He shares how these values shape Eventide’s systematic ETFs and the way they seek to generate returns with integrity.
The discussion also explores how ESG (Environmental, Social, and Governance) considerations and Corporate Social Responsibility extend far beyond numerical scores. Chris emphasizes the need for human judgment when evaluating the real impact of companies and how emerging tools like artificial intelligence can enhance analysis while preserving a strong moral compass.