Scientific Beta

The Scientific Beta Defensive Equity index distinguishes itself from traditional defensive equity strategies by strategically avoiding implicit bets. The index steers clear of industry biases, regional imbalances, and exposure to expensive or unprofitable securities. This webinar presents how this approach can protect capital but also deliver superior risk-adjusted returns over the long-term.

Overview

Many equity investors opt for defensive strategies to strike a balance between capitalizing on market upswings and mitigating the impact of market downturns. Their goal is to create a more stable and resilient investment portfolio. However, the pursuit of a defensive posture often results in inadvertent exposure to specific sectors and regions, along with overweighting stocks that possess unfavorable characteristics, such as high valuation or low profitability.

The Scientific Beta Defensive Equity index distinguishes itself from traditional defensive equity strategies by strategically avoiding implicit bets. This index steers clear of industry biases, regional imbalances, and exposure to expensive or unprofitable securities.

At this webinar, we present how this approach can protect capital but also deliver superior risk-adjusted returns over the long-term.

Topics covered include:

• Understanding the Low-Risk Effect in Equities
• Pitfalls for Investors in Defensive Equity Strategies
• Beyond Capital Protection: Harnessing Long-Term Returns

Hosts

Felix Goltz, PhD, is Research Director at Scientific Beta and associate researcher at EDHEC Business School. He has been with Scientific Beta since inception. He carries out research in empirical finance and asset allocation, with a focus on alternative investments and indexing strategies. His work has appeared in various international academic and practitioner journals and handbooks, including the Journal of Portfolio Management, the Financial Analysts Journal, the Journal of Index Investing, the Journal of Investment Management and the Handbook of Finance (Wiley). He obtained an MSc and a PhD in finance from the University of Nice Sophia-Antipolis after studying economics and business administration at the University of Bayreuth and EDHEC Business School.

Joseph (Joe) Simonian, PhD, is Senior Investment Strategist at Scientific Beta North America. Before joining Scientific Beta, Joe was Founder and CIO of Autonomous Investment Technologies LLC. Over the last 15 years, he has held senior portfolio management and research positions with several asset management firms. Joe is a noted contributor to leading finance journals and is also a prominent speaker at investment events worldwide. He holds a Ph.D. from the University of California, Santa Barbara; an M.A. from Columbia University; and a B.A. from the University of California, Los Angeles.

Date/Time

Tuesday, March 19, 2024 at 1pm Eastern Time / 12pm Central Time / 10am Pacific Time.