Lunch and Presentation
Do you really know what you own? While most managers can tell you their sector, style, and stock allocations, many are unaware of their factor exposures. Why is this important? Factors can be a key driver of portfolio return. Even if you don’t use factors, it’s imperative to know your exposures to better manage risk. Most commonly, the academic research has centered on: Momentum, Value, Yield, Quality, Small Size, and Low Volatility. Join us to hear from Chris Bush, CFA, who will discuss what factors are and how they can be used to gain better portfolio outcomes. This is especially important today with an uncertain global backdrop, a tightening Federal Reserve, and benchmarks adding unexpected (and perhaps unwanted) factor exposures.