Arnott on Smart Beta: A Better Way Forward with Multi-Factor – PIMCO – 10.12.18

Summary:

Now On Demand.

As investors seek alternatives to traditional active equity strategies, how can they address the need for alpha? Many investors seeking higher returns at lower costs have turned to smart beta. While this creates opportunity, the variety of smart beta and factor-based products can create confusion and risk for investors. Please join us for an exclusive discussion with Research Affiliates’ Rob Arnott – smart beta pioneer – on the challenges faced by equity investors and the role PIMCO’s RAFI Dynamic Multi-Factor ETFs can play in seeking enhanced return and diversification potential.

Join us for a discussion on:

  • Current equity market environment and the equity investor’s dilemma
  • Trend chasing and the risks of smart beta and factor investing
  • The benefits of a dynamic approach to factor weightings
  • The RAFI Dynamic Multi-Factor methodology
  • How advisors can utilize a multi-factor approach to diversify an investment portfolio

Sponsors of this webcast may contact registrants. This webcast is for financial professionals only.

Speakers:

Robert Arnott
Founder and Chairman
Research Affiliates

Mr. Arnott is the founder and chairman of Research Affiliates, a subadvisor to PIMCO. In 2002, he established Research Affiliates as a research-intensive asset management firm that focuses on innovative asset allocation and alternative indexation products. He previously served as chairman of First Quadrant, as president of TSA Capital Management (now part of Analytic Investors), and as vice president at The Boston Company. He also was global equity strategist at Salomon Brothers. He has published more than 100 articles in journals such as the Journal of Portfolio Management, the Harvard Business Review and the Financial Analysts Journal, where he also served as editor in chief from 2002 through 2006. He graduated summa cum laude from the University of California, Santa Barbara, in 1977 in economics, applied mathematics and computer science.

Raji Manasseh
Equity Strategist
PIMCO

Mr. Manasseh is a senior vice president and equity strategist in the Newport Beach office. Prior to joining PIMCO in 2012, he was a vice president and client portfolio manager on Goldman Sachs Asset Management’s (GSAM) fundamental equity team, working with a variety of clients from financial advisors to institutional consultants. Previously he was a product manager and an internal sales consultant at GSAM, and a medical researcher at Loyola University Chicago Stritch School of Medicine. He has 18 years of investment experience and holds an undergraduate degree in biology from Wheaton College in Illinois. He is a member of the New York Society of Security Analysts.

Overview:

Title: Arnott on Smart Beta: A Better Way Forward with Multi-Factor
Date: Friday, October 12, 2018
Time: 2:00 PM Eastern Daylight Time
Duration: 1 hour

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CMR2018-1001-356816

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