Investment Examples in Action

4-5 minute video case studies: Equity, Fixed Income, & Alternative Investment Analysis Live!

5 articles in this collection
Written by Conor Rood

Smart Beta Strategies in factorE

Explanation of the factor radar, smart beta strategies compared, & additional applications of factorE.

Written by Conor Rood
Updated over a week ago

Case Study: International Equity Comparison

An example of how you can compare two international equity strategies in factorE

Written by Conor Rood
Updated over a week ago

Case Study: Sourcing Allocations

An example of how to source an allocation in factorE

Written by Conor Rood
Updated over a week ago

Case Study: Active Fixed Income Manager Comparison

An example of how you can compare two active managers in factorE

Written by Conor Rood
Updated over a week ago

Case Study: Comparing Private Alternative Investments

An example of comparing a distressed credit manager & multi-strategy hedge fund, as well as a before/after portfolio comparison.

Written by Conor Rood
Updated over a week ago