Research Suggests That Many Actively-Managed Institutional Investors Are Effectively Indexed to the S&P 500. If your management team is doing great things, investors need to know. Sharing your strategy with portfolio managers at institutions known for active management should theoretically...Read This Article
Director of Research
Jim Koppa is the Director of Research at Clermont Partners, LLC. For more than 15 years, Mr. Koppa has utilized his deep knowledge of the investment community, leveraging advanced data analytics and market research, to advise executive leadership teams in their pursuit of better Wall Street engagement to drive valuation.
Prior to joining Clermont Partners, Jim was a Global Marketing Consultant at Discover Financial Services where he acted as an advisor to Discover Financial Services’ analytics and marketing teams providing sophisticated data analytics and research capabilities to solve complex business problems and influence decision making.
Before Discover, Mr. Koppa led FTI Consulting’s Strategy and Research team executing the design and application of primary and secondary research across multiple stakeholder groups to diagnose critical client matters and inform strategic decision making.
Jim graduated from Miami University with a Bachelors degree in Business Decision Sciences and a Master of Science degree in Applied Statistics from Bowling Green State University.