A Quant and a Financial Planner Discuss Factor Investing Two Quants and a Financial Planner | Bridging the Worlds of Investing and Financial Planning

In this episode Matt and Jack look at factor investing from both the perspective of someone who builds quantitative strategies and someone who utilizes them. They discuss what factors are, why they work, the different ways to combine them into multi-factor portfolios, the importance of matching an investment strategy with the end user's goals and risk tolerance, the important of human capital in portfolio construction and a lot more.

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