Customization: A new era in factor investing – Vise – 2.28.22

Overview:
Title: Customization: A new era in factor investing
Date: Monday, February 28, 2022
Time: 12:00 PM Eastern Standard Time
Duration: 1 hour

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Summary:

Now On Demand

Academic research has identified systematic attributes that have delivered outperformance over long periods of time in a low-cost, repeatable, and diversified way.

So factor-based investing has become increasingly popular because investors want to own securities that can deliver higher returns while managing risks.

With custom investing increasingly becoming a client expectation, it’s also important to understand how factor investing can incorporate individual preferences. Join Dave Twardowski, VP, Investment Strategy and Amrit Iyer, Vise Sales Strategy, for a live webinar as they cover:

  • What is factor investing and why does it appeal to investors?
  • How much is invested in factor-based strategies?
  • How to talk to clients about factor investing.
  • Five factors most commonly used today.
  • Vise’s approach to factor investing.

Speakers:
SpeakerName Dave Twardowski, Ph.D. VP, Investment Strategy Vise

Dave Twardowski is the Head of Investment Strategy at Vise. He joined the company after leading various algorithmic trading and investment strategy initiatives at Avantis Investors and Dimensional Fund Advisors (DFA) over the past decade. In these roles, Dave engaged in all aspects of the investment process, working closely with clients to build robust investment solutions. Dave also brings a wealth of engineering experience from his time as an engineer at General Electric Aviation and researcher for the NSA. He earned a Ph.D. in Engineering Sciences from Dartmouth, an M.S. in Mechanical Engineering from the University of Michigan, and a B.S. in Mechanical Engineering from the University of Rhode Island. He now resides in Los Angeles with his wife, son, and dog Matcha.
SpeakerName Amrit Iyer Sales Strategy Vise

Amrit is a senior manager at Vise, working closely with the sales team on distribution strategy and enablement. Prior to joining Vise, he spent 6 years at Dimensional Fund Advisors in a variety of roles. His primary focus was on strategic initiatives for the global sales team, working closely with company leadership to execute on the go-to-market vision.