Publications

Matthew Scanlan’s contribution to books, journal articles, industry research, and media coverage spanning more than 40 years of institutional investment practice.

Books

Wiley Finance · 2004

Active Index Investing

Scanlan contributed Chapter 3, “The Ever-Evolving Uses of Indexing: Why the Active versus Index Debate Is Over,” to this Wiley Finance volume edited by Steven Schoenfeld. The chapter traces the growth of indexing across market environments and asset classes and makes the case for indexing as a core element of any holistic investment strategy.

Wiley · 2007 (3rd edition)

Managing Investment Portfolios: A Dynamic Process

Scanlan co-authored Chapter 2, “Managing Individual Investor Portfolios,” in this third edition of the CFA Institute Investment Series, edited by John L. Maginn and Donald L. Tuttle. One of the most widely circulated institutional finance texts in the world, the volume covers the full portfolio management process for both individual and institutional clients.

Research

Academic & Journal Articles

Journal of Portfolio Management · Spring 2006

Five Myths About Fees

Co-authored with Ronald N. Kahn and Laurence B. Siegel, this article examines common assumptions about investment management fees, including fixed versus incentive structures and the value of high-water marks. The paper argues that fees should not be an overriding investor concern when products deliver sufficiently high risk-adjusted returns. Recipient of the 2007 Bernstein Fabozzi/Jacobs Levy Award for Best Article.

Journal of Investing · Summer 2006

The Retirement Benefits Crisis

Co-authored with Carter M. Lyons, this article examines the crisis facing traditional defined-benefit pension plans — one leg of the three-legged stool of retirement security — and proposes a course of action for employers, policymakers, and plan sponsors.

Journal of Portfolio Management · Winter 2009

Five Principles to Hold Onto

Co-authored with Laurence B. Siegel and M. Barton Waring. Drawing on the Sharpe market model, the article identifies five investment principles practitioners should maintain regardless of institutional pressure: separating alpha and beta decisions, recognizing active management’s zero-sum nature, and paying appropriate fees for each return component.

Journal of Portfolio Management · Summer 2010

Is Patience a Virtue?

Co-authored with David L. Donoho and Robert A. Crenian. Using Monte Carlo simulation, the study demonstrates that institutional investors who evaluate manager performance over five-to-ten year horizons are significantly more likely to identify and retain genuinely skilled managers than those relying on shorter-term results.

Journal of Investing · Fall 2014

No Fear of Commitment

Co-authored with Laurence B. Siegel. The article makes the case for high-conviction active management — concentrated portfolios built on deep fundamental analysis — as a viable complement to indexation in diversified institutional portfolios, applicable to both long-only and long-short structures.

Portfolio Management Research Snapshots · 2014

Practical Applications of No Fear of Commitment

An extended interview with Siegel and Scanlan for Institutional Investor Journals, expanding on the arguments in their 2014 article. They discuss how to identify managers with genuine skill, drawing an analogy between building a concentrated manager portfolio and building a concentrated stock portfolio.

Industry

Industry Articles

BGI Investment Currents · 1998

Where Are Your Diversification Benefits?

Published in Barclays Global Investors’ Investment Currents practitioner series, this piece examines the conditions under which international diversification delivers its promised risk-reduction benefits — and the market environments in which those benefits may be overstated.

Pensions & Investments · May 1999

Foreign Diversification Questioned

Published in Pensions & Investments, this practitioner article challenges conventional assumptions about international diversification and presents data showing the conditions under which the benefits are real and the conditions under which they are not.

BGI Investment Insights · 2002

Indexing in the 21st Century

Published in Barclays Global Investors’ Investment Insights series, this piece examines the expanding role of index strategies in institutional portfolios and makes the case that the active-versus-passive debate misses the more important question of how indexing can function as a building block within broader investment strategy.

Barclays Global Investors Research Study · April 2008

The Future Shock of Retirement

A research study co-authored with Jonathan Cohen and Matthew O’Hara, using Health and Retirement Study data to model the effects of reduced Social Security benefits and home equity on retirement readiness. Found that many middle-income households face a significant gap between perceived and actual retirement wealth, and proposed responses at the government, employer, and individual level.

Coverage

Media Mentions

Adams Street Partners · March 2018

Matthew H. Scanlan Joins Adams Street Partners Board of Directors

Announcement of Scanlan’s appointment to the Adams Street Partners Board of Directors.

Pensions & Investments · December 8, 2014

RS Investments Ready to Take Bigger Piece of Pie

A profile of RS Investments as a $26 billion firm, quoting Scanlan on the firm’s growth strategy and crediting his earlier role in expanding BGI’s institutional business.

Pensions & Investments · January 4, 2012

New CEO Takes Reins at RS Investments

Coverage confirming Scanlan’s appointment as Chief Executive Officer of RS Investments.

Financial Planning · January 9, 2012

Scanlan Named CEO at RS Investments

Coverage of Scanlan’s appointment as CEO of RS Investments, succeeding outgoing CEO Terry Otton.

Pensions & Investments · March 9, 2009

Scanlan’s BGI Departure Is a Symptom of Rough Times

Coverage of Scanlan’s departure from Barclays Global Investors amid broader industry turnover during the financial crisis.

InvestmentNews · September 2009

Renaissance May Lift Veil — A Bit

Reporting on Scanlan’s move to Renaissance Institutional Management as President and CEO, and his role in bringing greater transparency to the firm’s institutional offerings.

Institutional Investor · November 2007

Defined Contributions: Sticky Fingers

A feature on the defined-contribution market quoting Scanlan, then head of BGI’s Americas institutional business, on applying defined-benefit investment principles to DC plans.

Pensions & Investments · October 15, 2007

Annuities Meet Their Match

Coverage of a new defined-contribution annuity product developed under Scanlan’s leadership at BGI, for which the firm filed multiple patent claims.

InvestmentNews · October 10, 2007

Barclays Adds Annuity Feature to 401(k)s

Coverage of BGI’s SponsorMatch product launch, quoting Scanlan on bringing defined-benefit plan advantages into a defined-contribution structure.

PlanSponsor · April 30, 2008

Retirement Might Be Worse Than We Think

Coverage of the BGI “Future Shock of Retirement” study co-authored by Scanlan, on the gap between perceived and actual retirement readiness.

Listings above link to original third-party sources and publications. Matthew Scanlan does not control the content of external sites and is not responsible for their availability or accuracy.

About Matthew Scanlan

Matthew Scanlan

Matthew Scanlan is an investment executive with 40+ years of CEO-level experience across indexing, quantitative, active, and private equity strategies. He currently serves as Strategic Operating Partner at Valeas Capital Partners and as a board director of Adams Street Partners and Exos Financial Group. He previously held CEO positions at RS Investments, Renaissance Institutional Management, and Barclays Global Investors' Americas institutional business.

Media Coverage

Title, Outlet, Date, Type, Anchor Text, Description
Title	Outlet	Date	Type	Anchor Text	Description
Matthew H. Scanlan Joins Adams Street Partners Board of Directors	Adams Street Partners	2018-03-06	article	Matthew H. Scanlan, Board of Directors	Press release announcing Scanlan's appointment to the Adams Street Partners Board of Directors, with quotes from Bon French and Jeff Diehl.
Adams Street Partners Adds Board Directors	Private Equity Wire	2018-03	news article	Adams Street Partners adds board directors	Coverage of Scanlan's appointment to the Adams Street Partners board.
Adams Street Hires Matthew Scanlan for Board of Directors	PE Hub	2018-03	news article	Adams Street hires Matthew Scanlan	Coverage of Scanlan's appointment to the Adams Street Partners board.
RS Investments Ready to Take Bigger Piece of Pie	Pensions & Investments	2014-12-08	profile	RS Investments ready to take bigger piece of pie	Profile of RS Investments as a $26 billion firm, quoting Scanlan on seeking opportunities to increase scale; credits him with adding hundreds of billions to BGI's institutional business.
RS Investments Strengthens Value Team with Addition of Key Energy, Technology Analysts	PR Newswire	2014-04-30			"The addition of Tyler and Denny will allow the RS Value Team to provide deeper analysis of companies within the rapidly changing energy and technology sectors," said Matthew Scanlan, CEO of RS Investments. "We are pleased to have attracted such high caliber research analysts to RS. We believe our clients will benefit from the near 40-years of combined investment experience they bring to the platform."
RS Investments Announces Formation of New Investment Adviser, SailingStone Capital Partners LLC	RS Investments	2014-01-07			"By transitioning the GNR Team to SailingStone, we are able to ensure that our clients will continue to benefit from the GNR strategy while primarily focusing our in-house strategies on our broad investor base,” said Matthew Scanlan, CEO of RS Investments.
Charles J. Yang, CFA, Elected Chair of CFA Institute Board of Governors	CFA Institute	2013-07-17
Guardian Life Insurance 2012 Annual Report	RS Investment Management Co. LLC	2012-12-31
Scanlan Named CEO at RS Investments	Financial Planning	2012-01-09	news article	Scanlan named CEO at RS Investments	Coverage of Scanlan's appointment as CEO of RS Investments.
RS Investments Names Chief Executive Officer	Financial Advisor	2012-01-06			RS Investments has appointed Matthew Scanlan as chief executive officer. Scanlan was previously president and CEO of Renaissance Institutional Management, and in a prior role, headed Barclays Global Investors' institutional business.
Matt Scanlan Becomes CEO of RS Investments	L'Agefi	2012-01-06
New CEO Takes Reins at RS Investments	Pensions & Investments	2012-01-04	news article	New CEO Takes Reins at RS Investments	News report confirming Scanlan's appointment as CEO of RS Investments, independent of the company press release.
13G SEC Filing for The Guardian Life Insurance Company of America	SEC	2011-12-31
Renaissance may lift veil - a bit	Investment News	2009-09-13			Highly secretive Renaissance Technologies Corp., hit by performance problems and huge redemptions in its largest open hedge fund, may concede greater transparency in the strategy for large institutional investors.
Scanlan's BGI Departure Is a Symptom of Rough Times	Pensions & Investments	2009-03-09	news article	Scanlan's BGI departure is a symptom of rough times	Frames Scanlan's departure from BGI as illustrating the difficulty large, troubled financial institutions face in retaining top money management executives.
Barclays Executive Moves to Renaissance	The New York Times	2009-03-09			Renaissance Technologies, the black-box hedge fund founded by the mathematician James Simons, has hired Matthew Scanlan of Barclays Global Investors to run its institutional unit.
MOVES-Renaissance, Fidelity, CastleOak, Oppenheimer	Reuters	2009-03-09			Renaissance Technologies LLC, the multibillion dollar hedge fund that uses complicated computer models, hired a new president and chief executive officer for its institutional business. The fund firm, which manages roughly $20 billion, hired Matthew Scanlan to replace Stephen Robert, who retired. Scanlan joins the firm from Barclays Global Investors where he worked for 12 years and was most recently the company's head of institutional business in the Americas.
Renaissance Institutional Management Taps Scanlan as New Chief	Plan Sponsor	2009-03-05			Matthew H. Scanlan has joined Renaissance Technologies LLC as Renaissance Institutional Management LLC's President and CEO, the New York firm announced.
Renaissance taps Barclays Global Investors for chief executive		2009-03-04
BGI Loses Scanlan to Renaissance	Pensions & Investments	2009-03-03	news article	BGI loses Scanlan to Renaissance	Reports Scanlan's departure from Barclays Global Investors to Renaissance Institutional Management.
Retirement Might Be Worse Than We Think	PlanSponsor	2008-04-30	article	Retirement Might Be Worse Than We Think	Coverage of the BGI 'Future Shock of Retirement' study co-authored by Scanlan, with verbatim quotes on the severity of the retirement savings shortfall.
Defined Contributions: Sticky Fingers	Institutional Investor	2007-11	profile	Sticky Fingers	Feature on the defined contribution market quoting Scanlan, head of BGI's Americas institutional business, on bringing the best of defined benefit investing to DC plans; notes BGI's $188 billion in defined contribution assets.
Annuities Meet Their Match	Pensions & Investments	2007-10-15	news article	Annuities meet their match	Reports Scanlan, as managing director and head of BGI's Americas institutional business, describing a new DC annuity product as a revolutionary technology, with BGI filing 14 patent claims on the process.
Barclays Adds Annuity Feature to 401(k)s	InvestmentNews	2007-10-10	news article	Barclays adds annuity feature to 401(k)s	Covers the BGI SponsorMatch product launch, quoting Scanlan on trying to bring the best of defined benefit plans into a defined contribution option.
Class Notes 1981 - Kellogg World Alumni Magazine	Kellogg World Alumni Magazine	2006	article	Class Notes 1981	Notes Scanlan's CFA Institute C. Stewart Sheppard Award, his service on the candidate curriculum committee advisory board and chairing of the executive advisory board, and his role as head of BGI's Americas institutional business.
Profiles of the Top 50 Global/International Managers	Pensions & Investments	2002-07-08	article	Top 50 Global/International Managers	Identifies Matthew Scanlan as client contact and Blake Grossman as chief investment officer at BGI, confirming Scanlan's senior client-facing role at least as early as 2002.

Academic Publications

Title, Journal, Date, DOI, Contributors, Keywords, Abstract
Title	Journal	Date	DOI	Contributors	Keywords	Abstract
No Fear of Commitment: The Role of High-Conviction Active Management	The Journal of Investing	2014	10.3905/joi.2014.23.3.007	Laurence B. Siegel, Matthew H. Scanlan	fundamental equity analysis, portfolio construction	Although the theory of active management suggests that breadth is the key to a high information ratio (IR) and thus success in active management, high conviction is another route to a high IR and one at which most investment management firms are more likely to succeed. High-conviction active managers are those that develop forecasts for a small number of securities that they are willing to hold in substantial weights. Such “concentrated active” funds deserve serious consideration by investors building broadly diversified portfolios of managers. The authors indicate how one might conduct the fundamental analysis leading to high-conviction portfolios. The principles discussed apply equally to long-only and long–short portfolio structures, although long–short investing involves risks (and thus risk-control disciplines) that long-only managers need not worry about.
Practical Applications of No Fear of Commitment: The Role of High-Conviction Active Management	Portfolio Management Research Snapshots	2014	10.3905/pa.2015.2.4.101	Larry Siegel, Matt Scanlan		The movement toward indexation in the past decade has left many institutional investors thinking, “This can’t be all there is to my job. Let me learn something about active management.” In an interview with Institutional Investor Journals, Larry Siegel and Matt Scanlan urge investors to include high-conviction active managers in their portfolios and describe how to identify those with true skill. The process of building a winning portfolio of managers is akin to a high-conviction manager building a winning portfolio of a few concentrated positions, they explain. Siegel and Scanlan discuss the evolution of their thinking on this topic and reveal some personal vignettes. Siegel is Gary P. Brinson Director of Research at the CFA Institute Research Foundation and Senior Advisor to Ounavarra Capital. Scanlan is Chief Executive Officer at RS Investments .
Is Patience a Virtue? The Unsentimental Case for the Long View in Evaluating Returns	The Journal of Portfolio Management	2010	10.3905/jpm.2010.37.1.105	David L. Donoho, Robert A. Crenian, Matthew H. Scanlan	manager selection, simulations, portfolio management, multi-asset allocation	In this article, Donoho, Crenian, and Scanlan report the results of their study into the cost of institutional investor impatience. Using Monte Carlo simulation techniques, the authors construct an idealized world with a universe of investment managers of precisely quantified skill, with skill levels varying among the managers. Although many institutions base manager hiring decisions heavily on the manager’s performance in the most recent months or years, the authors’ simulations show that institutions that rely on longer performance horizons of 5–10 years are more likely to find and stick with the better managers. This happens because on shorter time scales, the relatively few highly skilled managers are often temporarily outperformed by one of the many lesser-skilled managers, specifically, unskilled managers who have recently happened to simply be lucky. Hence, if a plan that previously was long-term oriented starts to hire managers based on short-term results, it will often find that the newly chosen manager underperforms both his own previous performance and also the manager previously managing the plan’s funds. It can, however, truly take patience to keep a skilled manager in a fund portfolio. In the authors’ simulations, skilled managers have deeper, longer, and more frequent drawdowns than many investors would expect.
Five Principles to Hold Onto (Even When Your Boss Says the Opposite)	The Journal of Portfolio Management	2009	10.3905/JPM.2009.35.2.025	Laurence B. Siegel, M. Barton Waring, Matthew H. Scanlan	portfolio theory, exchange-traded funds and applications	Although finance practitioners almost universally learn in school that the Sharpe market model, which separates all returns into alpha and beta, is the starting point for a number of key investment insights, they often forget, or disregard, this knowledge once they are on the job. The five most important insights that a practitioner should hold dear, regardless of what the boss says, are 1) the importance of making alpha and beta decisions separately; 2) the zero-sum nature of active management; 3) the different criteria needed to make alpha and beta decisions; 4) the great value of alpha successfully delivered; and 5) the desirability of paying appropriate fees for each return component or, in other words, high fees for alpha, low fees for beta.
The Future Shock of Retirement	Barclays Global Investors Research Study (not a journal publication)	2008-04-29		Matthew H. Scanlan, Jonathan Cohen, Matthew O'Hara	retirement security, Social Security, home equity, defined contribution plans	A BGI research study using data from the Health and Retirement Study that simulated shocks to Social Security and home equity to strip out the false sense of security those assets provide. Key findings: among the middle wealth decile, 40% of total wealth comes from Social Security and home equity; controlling for reductions in government benefits and home equity, one-half of middle class Americans stand to lose 25% of their retirement wealth compared to expectations. The study identified the 'wealth effect' - counting illiquid home equity as spendable retirement wealth - as a major source of retirement insecurity, and proposed solutions at the government, employer, and individual levels.
Five Myths About Fees	The Journal of Portfolio Management, Vol. 32, No. 3, pp. 56-64	2006	10.3905/jpm.2006.628406	Ronald N. Kahn, Matthew H. Scanlan, Laurence B. Siegel	fees, hedge funds, alpha and beta, investment management	Of the three dimensions of investing - return, risk, and cost - investors have direct control only over cost. The subject here is five common assumptions about fees, which are a major component of costs. Three of the myths concern appropriate fee level and structure, fixed versus incentive, and the value of high water marks; two others concern fees in particular contexts. Do hedge funds deserve their high fees, and can investors always separate alpha from beta, and pay appropriately for each? The core thesis is that fees should not be an overriding investor concern, and high-fee products are worthwhile only if they deliver sufficiently high risk-adjusted returns.
The Retirement Benefits Crisis	The Journal of Investing	2006	10.3905/joi.2006.635627	Matthew H. Scanlan, Carter M. Lyons	long-term investing, retirement investing, retirement, pension funds	Since the middle of the twentieth century, employees have reasonably expected their employers to provide a major part of the means by which they can retire. The traditional pension plan, known as the defined benefit (DB) plan, and one of the legs of the “three-legged stool” of retirement security, is the focus of this article. All three legs of the stool are now arguably in crisis, but if you like to find encouragement in small blessings, the problems of DB plans are in principle the easiest to solve. This article examines the current crisis and makes suggestions on a plan of action to rectify it.

Books

Title, Publisher, Date, ISBN, Pages, Language, Edition, Description, Authority Links
Title	Publisher	Date	ISBN	Pages	Language	Edition	Description	Authority Links
Managing Investment Portfolios: A Dynamic Process: Chapter 2: Managing Individual Investor Portfolios	Wiley	2007-03-07	978-0470080146	960	English	3rd	In the context of portfolio management, the terms private client, high-net-worth investor, and individual investor are used virtually interchangeably to reference the unique challenges of managing personal or family assets. Although a more precise definition of the individual investor is elusive, the basic need to properly manage one’s financial affairs is self-evident, and the precedent for seeking professional management is well established.	Managing Investment Portfolios: A Dynamic Process Google KGMID · Wiley Google KGMID
Active Index Investing: Maximizing Portfolio Performance and Minimizing Risk Through Global Index Strategies: Chapter 3 The Ever-Evolving Uses of Indexing: Why the Active versus Index Debate Is Over	Wiley Finance	2004-01-01	978-0471257073	720	English	1	This chapter covers the growth of indexing from its humble beginnings, which were described in Chapter 2. We highlight the debate over indexing’s appropriateness for different market environments and various asset classes, discuss the advantages of index products, and describe the factors that have contributed to their meteoric growth. We examine indexing’s performance in both rising and falling markets and explore the claims that while indexing may be appropriate for U.S. large-cap equity investing, it somehow isn’t appropriate for U.S. small-cap or international equities. The myths and conventional wisdom about the latter are discussed in detail. While there is a brief discussion of index derivatives and ETFs, these subjects receive more thorough analysis in Parts Three, Four, and Five. The focus in this chapter is on how investors use indexing in increasingly sophisticated and creative ways, and how indexing should be a key part of an overall investment strategy. We stress that the active versus index debate is (or certainly should be) over. Instead, indexing needs to be part of a mosaic in a holistic investment strategy	Active Index Investing: Maximizing Portfolio Performance and Minimizing Risk Through Global Index Strategies Google KGMID · Wiley Finance Google KGMID

Articles

Title, Publisher, Date
Title	Publisher	Date
Indexing in the 21st Century	Investment Insights, Barclays Global Investors	2002
Foreign Diversification Questioned: Data Show Benefits Make It Worthwhile	Pensions & Investments	1999-05-17

Gallery

Primary Headshots

Matthew Scanlan is a Strategic Operating Partner at Valeas Capital Partners, a role he assumed in 2024 to advise the firm and its portfolio companies in the financial services vertical. His career in the investment management industry spans more than three decades and includes chief executive officer positions at several asset management firms.

Matthew Scanlan: Employment History

Title, Organization, Department, Dates, Description, Authority Links
Title	Organization	Department	Dates	Description	Authority Links
Strategic Operating Partner	Valeas Capital Partners	Financial Services vertical	2024 – Present	Advises the firm and its portfolio companies in the financial services vertical.	Valeas Capital Partners Google KGMID
Member of Board of Directors	Adams Street Partners		2018 – Present	Member of the Board of Directors of Adams Street Partners, a leading private markets investment firm headquartered in Chicago.	Adams Street Partners Google KGMID
Operating Executive	Golden Gate Capital	/m/0c1m1k	2016 – 2024	Operating Executive focused on investment opportunities in the financial services sector.
Chief Executive Officer & Chief Investment Officer	RS Investments (RS Investment Management Co. LLC)	RS Investment Trust; RS Variable Products Trust	2012 – 2016	Chief Executive Officer and Chief Investment Officer of RS Investments, a $20 billion San Francisco-based investment management firm. Also served as President and Trustee of RS Investment Trust and RS Variable Products Trust. Served on the Senior Leadership Team of Guardian Life Insurance, New York.
President & CEO	Renaissance Institutional Management (Renaissance Technologies)	Institutional Business	2009 – 2011	President and CEO of Renaissance Institutional Management, the institutional subsidiary of Renaissance Technologies, based in New York. Led client management and product development; reported directly to James Simons.	Renaissance Institutional Management (Renaissance Technologies) Google KGMID
Managing Director & CEO of Institutional Business	Barclays Global Investors	Americas Institutional Business	1996 – 2009	Led the Institutional Business for the world's largest institutional investment management firm. Managed 80 professionals across San Francisco, Boston, Chicago, Montreal, Toronto, Brazil, and Mexico City. Managed five major account relationships, all ranking among the top ten revenue-generating clients in the firm. Served on BGI's Americas Executive Committee and Technology and Operations Executive Committee.	Barclays Global Investors Google KGMID
Financial Advisor	Sanford C. Bernstein & Company, Inc.	Wealth Management	1995 – 1996	Developed and marketed financial planning models for wealth management clients. Marketed directly to senior institutional wealth advisors and family office legal staff. Taxation specialty for large multi-family trusts.
Vice President & Senior Portfolio Manager, Structured Equity Group	The Northern Trust Company		1991 – 1995	Personally managed portfolios and provided investment counseling to large institutional and trust clients. Managed over $3.5 billion of client funds across various portfolios. Specialized in quantitative asset allocation, equity diversification, structured products, and management of concentrated low-cost tax basis portfolios. Principal speaker at Northern Trust's Family Financial Forum and the Goldman Sachs Equity Workshop.	The Northern Trust Company Google KGMID
Internal Fund Manager	O'Connor & Company		1981 – 1991	Internal Fund Manager responsible for managing funds in select portfolios. Developed and programmed a proprietary computer stock index arbitrage trading program for proprietary trading accounts, which achieved superior performance in all periods managed.

Matthew Scanlan: Education

Degree / Field, Institution, Dates, Honors, Description, Authority Links
Degree / Field	Institution	Dates	Honors	Description	Authority Links
Masters in Management in Finance, Accounting, Management Policy	J.L. Kellogg School of Management, Northwestern University	1979 – 1981		Masters in Management degree. Major course emphasis: Finance, Accounting, and Management Policy. Chaired the Conceptual Issues in Management Forum for first-year students.	J.L. Kellogg School of Management, Northwestern University Google KGMID
Bachelor of Science	University of Southern California (Marshall School of Business)	1974 – 1978	Phi Beta Kappa, Magna Cum Laude	Bachelor of Science. Graduated Phi Beta Kappa, Magna Cum Laude.	University of Southern California (Marshall School of Business) Google KGMID

Matthew Scanlan: Awards & Honors

Award, Issuing Organization, Date, Description
Award	Issuing Organization	Date	Description
Bernstein Fabozzi / Jacobs Levy Award - Best Article	Jacobs Levy Equity Management / PM Research (Journal of Portfolio Management)	2007	Winner of the Bernstein Fabozzi/Jacobs Levy Award for Best Article of 2007 in the Journal of Portfolio Management, for "Five Myths About Fees."
C. Stewart Sheppard Award	CFA Institute	2006	Awarded for contributions to the global CFA curriculum and accomplishments in investor education.

Matthew Scanlan: External Profiles

Platform, Bio
Platform	Bio
Matthew Scanlan Profile at Valeas Capital Partners	Matthew Scanlan is an investment executive with 40+ years of CEO-level experience across indexing, quantitative, active, and private equity strategies.
Matthew Scanlan profile at Adams Street Partners	Matthew Scanlan is an investment executive with 40+ years of CEO-level experience across indexing, quantitative, active, and private equity strategies.
Matthew Scanlan profile at Kellogg Private Equity Advisory Council	Matthew Scanlan ('81 MBA) is an investment executive with 40+ years of CEO-level experience across indexing, quantitative, active, and private equity strategies.
Matthew Scanlan advisor profile at Iron Stack Tech	Matthew Scanlan is an investment executive with 40+ years of CEO-level experience across indexing, quantitative, active, and private equity strategies.
Matthew Scanlan Crunchbase Profile	Matthew Scanlan is an investment executive with 40+ years of CEO-level experience across indexing, quantitative, active, and private equity strategies.
Matthew Scanlan ORCID	Matthew Scanlan is an investment executive with 40+ years of CEO-level experience across indexing, quantitative, active, and private equity strategies.
Matthew Scanlan ResearchGate Profile	Matthew Scanlan is an investment executive with 40+ years of CEO-level experience across indexing, quantitative, active, and private equity strategies.
Matthew Scanlan ScholarGPS Profile	Matthew Scanlan is an investment executive with 40+ years of CEO-level experience across indexing, quantitative, active, and private equity strategies.
Matthew Scanlan MarketScreener Profile	Matthew Scanlan is an investment executive with 40+ years of CEO-level experience across indexing, quantitative, active, and private equity strategies.
Matthew Scanlan FINRA Filing	Matthew Scanlan is an investment executive with 40+ years of CEO-level experience across indexing, quantitative, active, and private equity strategies.
Matthew Scanlan MuckRack Profile	Matthew Scanlan is an investment executive with 40+ years of CEO-level experience across indexing, quantitative, active, and private equity strategies.
Matthew Scanlan IMDb Profile	Matthew Scanlan is an investment executive with 40+ years of CEO-level experience across indexing, quantitative, active, and private equity strategies.
Matthew Scanlan ISNI Profile	Matthew Scanlan is an investment executive with 40+ years of CEO-level experience across indexing, quantitative, active, and private equity strategies.
Matthew Scanlan UK Officers Profile	Profile for Matthew Scanlan reflecting his time in leadership at Renaissance Technologies. Matthew Scanlan is an investment executive with 40+ years of CEO-level experience across indexing, quantitative, active, and private equity strategies.
Matthew Scanlan KGMID	Matthew Scanlan is an investment executive with 40+ years of CEO-level experience across indexing, quantitative, active, and private equity strategies.
Matthew Scanlan Wikidata Profile	Matthew Scanlan is an investment executive with 40+ years of CEO-level experience across indexing, quantitative, active, and private equity strategies.

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