Step Up Your Portfolio With Powerful Multi-Factor Strategies – Nasdaq – 11.19.18

Summary:

Now On Demand.

There are numerous market factor premiums that enhance investments over the long haul. However, these factors can provide inconsistent returns over short periods. Join us as we unlock factors that rev up returns and reveal multi-factor strategies that position your portfolio for the win.

Join us for a discussion on:

• Potential pitfalls of traditional market capitalization-weighted indexing methodologies
• Overview of market factors and how they act in various market conditions
• A focus on the Chaikin Power Gauge that incorporates various factors and how it works
• How financial advisors can use a multi-factor investment strategy to enhance a portfolio and potentially diminish downside risks

Speakers:

Sal is Chief Investment Officer at IndexIQ, where his primary responsibility includes developing and maintaining the firm’s investment strategies. Sal joined IndexIQ in 2007 from Deutsche Asset Management (DeAM) where he held a number of senior positions. Most recently at DeAM, Sal was a Director and Portfolio Manager for a U.S. large cap core equity mutual fund. The fund’s strategy combined traditional fundamental equity research with a multi factor quantitative model in a disciplined, risk managed process.

Prior to becoming Portfolio Manager, Sal was the Head of Advanced Quantitative Research at DeAM. Sal directed the quantitative research effort to support numerous products, including quantitative equity strategies, global asset allocation, passive risk-based alternative beta portfolios, and probabilistic efficient frontiers. He also co-developed the strategy to combine fundamental and quantitative research into a single portfolio. This strategy became widely used to manage several equity strategies within DeAM, including the mutual fund for which Sal would subsequently become a portfolio manager.

Sal earned a Bachelor of Science degree in Applied Economics and Business Management from Cornell University and a Master of Business Administration degree in Finance and Economics from New York University’s Leonard N. Stern School of Business. He is a member of the NYSSA and the CFA Institute. Sal also teaches Portfolio Construction at Fordham University. He holds the Series 7 and Series 63 licenses.

After 45 years on Wall Street as a renowned stock market expert and among the early developers of computerized trading systems and tools for both retail and institutional investors and traders, Marc Chaikin founded Chaikin Analytics LLC in 2009 to deliver proven stock analytics to financial service professionals and individual investors. Money managers, investors and traders use Chaikin Analytics to make more money with less risk.

The centerpiece of Chaikin Analytics is the Chaikin Power Gauge, a 20-factor alpha model, proven effective at identifying a stock’s potential over the next 3-6 months. The Power Gauge is unique in that it’s the only model that combines fundamental and technical indicators. NASDAQ recently launched three NASDAQ Chaikin co-branded indexes* based on the Chaikin Power Gauge, which are all out-performing their benchmarks.

A Wall Street trader, stockbroker, analyst and former head of an options department, Marc Chaikin created the Chaikin Power Gauge as well as three technical trading indicators, the widely used Chaikin Oscillator, the Chaikin Accumulation/Distribution Indicator and the Chaikin Money Flow. Chaikin’s indicators are industry standards, found on most trading platforms in the world. Chaikin also pioneered the first real-time analytics workstation for institutional money managers and trading desks, now part of Thomson Reuters’ institutional workstation.

Marc appears on CNBC, Bloomberg and Fox Business News and is a contributor to NASDAQ, Forbes and MarketWatch.

Efram Slen is a Director for Nasdaq Global Information Services, which includes Global Indexes. He manages the New York team responsible for product development, research and content creation. During his tenure, Nasdaq has launched thousands of indexes, building out its offering in both the benchmark and smart beta realm. Some of the more recent smart beta index launches that he has played a role in include the Nasdaq Select Leaders Index Family, Nasdaq Victory Multi-Factor Minimum Volatility Index Family and the Nasdaq Chaikin Power Index Family.

Prior to joining Nasdaq, Efram worked at ProShares, the world’s leading provider of geared ETFs, in the Strategy Group. He also worked at an economic consulting firm, Economists Incorporated. Efram holds a B.A. in Mathematics and minors in Economics and Statistics from the University of Rochester.