Two Quants and a Financial Planner | Bridging the Worlds of Investing and Financial Planning

A Financial Planner's View of Factor Investing

Jul 17, 2023

40:20

Asset managers who build factor investing strategies can sometimes have a difficult time seeing how those strategies are used by financial planners who build portfolios with them. In this episode, we look at that issue from both sides as we ask Matt how he thinks about using factor portfolios for clients and we have an opportunity to answer some of his questions about how we think about building them.

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