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A Quant and a Financial Planner Discuss Factor Investing

A Quant and a Financial Planner Discuss Factor Investing

FromExcess Returns


A Quant and a Financial Planner Discuss Factor Investing

FromExcess Returns

ratings:
Length:
52 minutes
Released:
Aug 15, 2023
Format:
Podcast episode

Description

In this episode Jack and Matt Zeigler look at factor investing from both the perspective of someone who builds quantitative strategies and someone who utilizes them. They discuss what factors are, why they work, the different ways to combine them into multi-factor portfolios, the importance of matching an investment strategy with the end user's goals and risk tolerance, the important of human capital in portfolio construction and a lot more.
We hope you enjoy the discussion.

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Released:
Aug 15, 2023
Format:
Podcast episode

Titles in the series (100)

Excess Returns is an investing podcast hosted by Jack Forehand and Justin Carbonneau, partners at Validea. Justin and Jack discuss a wide range of investing topics, including factor investing, value investing, momentum investing and behavioral finance, with the goal of helping those who watch and listen become better long term investors, all in twenty minutes or less per episode.