Scientific Beta

In this webcast, we explore how completion portfolios can serve as targeted solutions to correct unintended factor and allocation imbalances—enhancing diversification, aligning with strategic objectives, and improving risk-adjusted outcomes.

Over time, even well-constructed investment portfolios drift from their intended exposures due to market movements, structural biases, and changing conditions. In this webcast, we explore how completion portfolios can serve as targeted solutions to correct unintended factor and allocation imbalances—enhancing diversification, aligning with strategic objectives, and improving risk-adjusted outcomes. Drawing on case studies this session will provide practical insights for asset owners, consultants, and portfolio designers.

What You'll Learn:

• The role of completion portfolios in rebalancing factor exposures and correcting geographic or sector skews
• Practical design approaches using factor-based indices to enhance diversification and sustainability alignment
• The implementation advantages of completion portfolios: flexibility, efficiency, and low disruption to core allocations

Speakers

Daniel Aguet serves as Index Director and Deputy CEO at Scientific Beta, where he plays a central role in the development and design of factor, climate and enhanced equity strategies. With extensive experience in quantitative finance and index design, he has been instrumental in advancing Scientific Beta's mission of providing research-backed systematic equity strategies to institutional investors. His expertise spans both the theoretical foundations of factor and climate investing and their practical implementation in institutional portfolios. Prior to his current role, Daniel worked as a Quantitative Investment Manager in the asset management industry for more than 10 years. Daniel has authored several papers published in practitioner journals on the design of systematic strategies. Daniel is a Chartered Alternative Investment Analyst (CAIA) and holds a master's degree in finance with a specialisation in Financial Engineering and Risk Management from HEC Lausanne.

Warwick Schneller is Head of Investment Solutions - Australia and New Zealand at Scientific Beta, Warwick works with asset owners, asset managers, and consultants across Australia and New Zealand. Warwick previously served as a senior member of the Research Group and Investment Solutions Group at Dimensional Fund Advisors, a factor-based investment manager, leading research initiatives and providing analysis, thought leadership, and client education on investment-related topics. Warwick began his career as a forex trader at Macquarie Group. Warwick holds a Ph.D. in Finance from The University of New South Wales and is a CFA Charterholder. He also earned a Master's degree in Finance from Bond University and a Bachelor of Agricultural Economics (Hons) from Sydney University.

Date/Time

Tuesday, July 1, 2025 at 3pm AEST / 1pm SGT.

Registration

To watch the webinar replay, please visit the dedicated registration page.