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Search Results for: factor

Warnings About Smart Beta From Smart-Beta Index Provider

April 4, 2018

…risk dynamics of factor strategies.” Specifically, Shirbini cites three categories of risk to be monitored: market beta, macroeconomic and sector/geographical. If not managed, he argues that a smart-beta strategy could…

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AQR's Jeremy Getson is Best-Connected Man in Hedge Funds

March 28, 2018

…their niche in factor investing and alternative beta “before most institutional investors really knew what they were.” AQR co-founder David Kabiller, who assembled the sales team that includes Getson, said…

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Lessons From a Quantitative Investing Conference

March 26, 2018

…2 – The Evidence That Factor Investing Works is Overwhelming, and Our Behavior is Part of the Reason. The fact that everyone at a factor investing conference thinks that factor…

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U.S. Recession in the Offing?

March 21, 2018

…factors. “Other than in the most abstract way, there aren’t a lot of people talking about a coming U.S. recession,” the article states. But the fact that policy makers are…

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Highest-Paid CEOs Tend to Run Worst-Performing Companies

March 19, 2018

…Ric Marshall, a senior corporate governance researcher at MSCI, said the report “argues for the equity portion of CEO pay to be more conservative.” According to MSCI, one possible factor…

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Why Both Sides of the Active vs. Passive Debate Are Right

March 7, 2018

…going forward. There was a great article on the Factor Investing blog that drove home the potential for factor-based active strategies. Although costs are typically cited as a significant negative…

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Tracking Errors and What They Mean to Investors

February 26, 2018

…fund is all over the place and maybe doing something that’s quite different from the index.” As far as how tracking error information should factor into portfolio management, Kinnel says,…

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The Meb Faber Show - John Reese: There Is No Strategy That Outperformed the Stock Market Every Single Year

February 19, 2018

…to computerize the strategies of legendary investors using factor-based models. They also take in an in depth look at the model John created based on Warren Buffett and the challenges…

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Aiming for Private Equity-Like Returns Using a Small Cap Value Quant Strategy

February 8, 2018

…where the opportunities can be found. To uncover those stocks with even more excess return potential, a second set of factors across four different areas are applied: deleveraging factors, technical…

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Fear-of-Missing-Out is Pervasive Among Investors

January 24, 2018

According to a recent Bloomberg article, the fear-of-missing-out (FOMO) factor looms large as the S&P 500 “got off to its best start to a year since 1999,” adding, “It’s risen…

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