Getting started with factor investing


In our 30-minute session, we’ll examine how factors have historically driven returns across asset classes, how to use factors to seek resilience, and simple ways to explain them to your clients.
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Discussion topics include:

  • The fundamentals of factor investing: Insights on how factors target specific drivers of return across asset classes
  • How technology has increased access: Using factor ETFs to target security screens that active managers have used for generations, but at a lower cost
  • Implementing factors in today’s market: Portfolio construction insights to help you seek reduced risk, outperformance, or diversification
  • Explaining factors to clients: Simple ways to communicate the concept of factor investing to help you bring this investment approach to life

Webinar details:
This webinar occurred on February 12, 2020 and is now available on-demand

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Our speakers

Holly Framsted
Head of US Factor ETFs
Andrew Ang
Head of Factor Investing Strategies
Martin Small
Head of U.S. Wealth Advisory
Bob Hum
Head of U.S. Wealth Advisory Smart Beta Strategy
Kevin Baranek
Director, U.S. Wealth Advisory

Up next in our factor series:

In part 2 of our series, we share our current market outlook & the impact of factors when constructing portfolios for 2020. You’ll leave with factor implementation ideas and ways to “play” defense or offense with factors.
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