

Bridging Financial Planning and Factor Investing with Northern Trust's Peter Mladina
Jun 1, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18
Introduction
00:00 • 2min
The Biggest Lesson I've Learned From Teaching at Northern Trust
01:39 • 5min
The Importance of Goal-Based Planning
06:27 • 3min
Prioritization of Different Purposes
08:58 • 4min
The Importance of Optimized Goal Funding
13:15 • 6min
The Risk of Human Capital in Asset Allocation
19:06 • 5min
What Makes a Good Risk Factor?
23:38 • 3min
Common Risk Factors
26:37 • 3min
How to Use Fama French Factors in a Long Only Framework
29:58 • 3min
How to Interpret the Alpha of a Cap M Fund
32:42 • 2min
How to Generate Alpha in a Live Traded Portfolio
34:26 • 6min
The Importance of Manager Skill in Active Management
40:01 • 3min
The Evidence for Alpha in Gross Returns
42:50 • 3min
The Importance of Respecting Markets
45:24 • 2min
Inflation in the 6040 Portfolio
47:16 • 4min
How to Manage Inflation Risk in Your Portfolio
51:06 • 4min
The Importance of a Dynamic Goals Based Approach
55:25 • 3min
The Importance of Active Life Management
58:15 • 4min