Asset classes are the ingredients of a portfolio. Factors are the nutrients. Factor investing means looking at the underlying, persistent drivers of returns. This CPD session will explore equity investing through the lense of style-based Factors, such as Momentum, Value, Size, Quality & Min Volatility.
RecordedJan 6 202142 mins
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An interview with Dan Richards, Client Director at PTL, which is the leading provider of Governance Advisory Arrangements for providers offering mandatory Retirement Pathways. We discuss what these Governance arrangements look like and what advisers should consider when creating their own Retirement Proposition.