Being a Successful Quant Investor
Art Johnson, Founder and CIO at SmartBe Wealth, explains the necessary components and skill set for success as a quant investor.
MASTERCLASS: Quantitative Investing - September 2019
Quantitative investing is a form of value investing that creates optimal portfolios through advanced management. Risk and return are highlighted as part of the investment process: Investors seek a specific return for their individual risk tolerance, capital appreciation or a total return approach. Risk in quantitative investing is much more involved amid the many approaches in this form of investing. Three experts delve into the intricacies of quantitative investing: Noah Solomon, President and CIO at Outcome Wealth Management Rodrigo Gordillo, Managing Partner & Portfolio Manager at ReSolve Asset Management Art Johnson, Founder & CIO SmartBe Wealth Inc.
How and Why the S&P MidCap 400 Has Outperformed
Could investors still be overlooking the mid-cap equity sweet spot? S&P DJI’s Louis Bellucci and Hamish Preston take a closer look at the driving forces behind mid-caps’ 25-year run and explore the potential benefits of dialing up exposures in core portfolios.
Getting Tactical with International and Equal-Weight Sectors
How are sector strategies being used to target alpha with precision in markets around the globe? S&P DJI’s Ed Ware and Anu Ganti join WST Capital Management’s Elizabeth Marchetti to discuss the range of tactical applications for international and equal-weight sectors.
Transforming an Advisor Practice from Mutual Funds to ETFs Using Factors
How are SPIVA® data and factor innovations influencing some advisors’ transition to passive? S&P DJI’s Brent Kopp sits down with SGH Wealth Management’s Sam Huszczo for a practical look at going passive.
Exploring the Low Volatility Anomaly
What’s driving the continued rise of low volatility strategies globally? S&P DJI’s Tim Edwards and Craig Lazzara challenge conventional wisdom about risk and return while discussing findings from our latest research on the low volatility anomaly.
How Can SPIVA Inform Active Manager Selection?
S&P DJI’s Aye Soe and Ed Ware join 3D Asset Management’s CIO Ben Lavine to discuss how financial advisors and institutional investors are using SPIVA® research as an evaluation tool for active manager selection.
Making the Case for U.S. Small-Cap Stocks
What are the potential risk/return benefits of incorporating U.S. small-cap stocks into portfolios? Invesco’s Chris Mellor joins S&P DJI’s Tim Edwards and Chris Bennett for a fundamental look at what’s driving small-cap adoption in core allocations.
Adapt to Changing Market Conditions in Europe: S&P Europe 350® Economic Cycle Factor Rotator
Look inside a dynamic factor rotation strategy designed to time factors in different phases of the business cycle in Europe.
A Closer Look at Factor Optimization
How will S&P DJI’s partnership with Axioma impact the factor-index landscape?
What’s Driving the Continued Rise of Passive?
Explore how and why advisors are putting an expanding indexing toolkit to work to meet client goals with S&P DJI’s Shaun Wurzbach.
An Unfair Fight? Pure Style Indices vs. Active
How do active managers stack up to passive pure style strategies? Dive into our latest research on S&P Pure Style with S&P DJI’s Shaun Wurzbach, Phillip Brzenk, and Melody Duan.