Boston Chapter

The Society is a network of select credentialed members working in diverse financial disciplines – bound together to pursue knowledge, uphold the highest ethical standards and form meaningful relationships for the benefit of our clients. 

Join us on Wednesday, October 11, 2017

7:30 am to 9:30 am - Marriott Residence Inn/Needham, 80 B Street, Needham, Massachusetts

Myths & Realities of Active vs. Passive

This event has been sponsored by:

In this presentation you will learn...

  • Equity Active vs Passive
  • International Equity Active vs Passive
  • Bond Active vs Passive
  • What’s much more important than Active vs Passive
  • Smart Beta: In between Active and Passive

Meet Our Speaker:

Paul Ma, Lead Portfolio Strategist, VP

Fidelity Institutional Asset Management

Paul Ma is vice president and lead portfolio strategist on the Portfolio Construction Guidance (PCG) team at Fidelity Institutional Asset Management® (FIAM), Fidelity Investments’ distribution and client service organization dedicated to meeting the needs of consultants and institutional investors, such as defined benefit and defined contribution plans, endowments and financial advisors.

In this role, Mr. Ma assists the nation’s leading financial advisors and intermediary firms to resolve their broadest portfolio concerns. As part of the PCG team, he partners with Fidelity’s sales and relationship management teams to arm financial advisors with the tools, know-how, and confidence they need to build robust model portfolios and explain them to their clients. Additionally, the PCG team leverages and builds upon Fidelity’s extensive experience in multi-asset, multi-manager, and multi-horizon portfolio construction. Since its inception in 2013, the PCG team has crafted over 4,000 portfolio reviews while also contributing to unique research and analytics around asset allocation, strategies, and risk.

Prior to joining Fidelity in 2015, Mr. Ma managed equity portfolios at a variety of firms, including U.S. equities at SunAmerica, international and global equities at McLean & Partners and BlackRock, and long/short equities at Quad Capital. Previously, he served as a member of the Strategic Relationships team at Putnam Investments where he helped clients build better portfolios and provided thought leadership. As a co-founder of LifeHarbor, Mr. Ma also used his asset allocation and portfolio construction experience to work in software form.

Mr. Ma earned his bachelor of arts degree in chemistry from Harvard University and his master of technology and policy degree from the Massachusetts Institute of Technology (MIT). He is also a CFA® charterholder and holds the Financial Industry Regulatory Authority (FINRA) Series 7, 24, and 63 licenses. Additionally, Mr. Ma is a frequent speaker on investment topics at client venues as well as at Fidelity’s popular Portfolio Construction Institute events.

Boston Chapter of the Society of Financial Service Professionals

Phone: 844-FSP-6600  Email:

Boston FSP is a 501(c)6 non-profit organization.

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