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

The Characteristics of a Good Investment Process - And How to Know When to Change It

Dec 4, 2023

42:08

One of the most common pieces of advice given to investors is to have a process. But figuring out what that process should be is much more challenging. And determining when to change it is even harder. In this episode, we tackle both issues. We look at the characteristics of a good investment process. We also look at international diversification, the 60-40 portfolio and the struggles of value investing as examples of how to think about when to change it.

We hope you enjoy the discussion.

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