Scientific Beta

While Quality investment strategies are popular among investment practitioners, their implementation can encounter significant drawbacks. This webinar discussed a new approach to Quality investing that blends academically sound definitions of quality with advanced risk management to outperform cap-weighted benchmarks across market cycles.

Overview

While Quality investment strategies are popular among investment practitioners, their implementation can encounter significant drawbacks.

This webcast unveiled a new approach to Quality investing that blends academically sound definitions of Quality with advanced risk management to outperform cap-weighted benchmarks across market cycles.

Topics covered include:

• Which Quality metrics generate outperformance?
• What are Quality traps and how can investors avoid them?
• Designing a risk management approach for smooth performance across market cycles.
• Why invest in high-Quality stocks now?

Hosts

Felix Goltz, PhD, is Research Director at Scientific Beta. 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, September 24, 2024 at 4pm CEST / 3pm BST / 10am EDT.