Webinar Replays

CAIA Virtual Chapter – Factor Investing Educational Webinar

By October 23, 2018October 16th, 2020No Comments

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.

Read More:
Full White Paper: Exploring Dynamic Factor-Based Categorization of Alternative Returns

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
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