Global experts on factor investing - CAIA, BNP Paribas, and AlphaCore - lay out a framework on the benefits of factor categorization vs. traditional style boxes and investment categorization.
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Speaker Information:
Charles Alvarez
Associate Director of Financial Research
CAIA
Yannick Daniel
Managing Director, Head of Multi-Asset & Risk Premia Solutions
BNP Paribas CIB
Jonathan Belanger
Co-Founder, Chief Technology Officer
AlphaCore Technologies
Factor investing is growing by leaps and bounds, and many investors seem to agree that factor investing is a smarter way to invest. Yet, as the investment management industry progresses to more factor centric portfolios, issues need to addressed to ensure we meet our clients’ goals:
How should we construct factors to get the risk/return profiles our clients need
How do factors fit into traditional "style boxes" as we manage our clients' risk levels
What factors exist beyond traditional equity factors to help diversify a portfolio
Can factors replace categories to offer a more robust approach to building portfolios