Chris Meredith provides an overview of how the industry has changed, discusses some of the key difficulties investors face when selecting factor-based products, and offers a due diligence framework for differentiating between products.
In this "fireside chat" recorded at the CFA Institute Seminar for Global Investors, Chris Meredith, CFA, provides an overview of how the industry has changed over the past decade and explains which factors work and how investors view factor investing in their portfolios. He discusses some of the key difficulties investors face when selecting factor-based products for their portfolios, offers a due diligence framework for differentiating between products, and briefly touches on his July 2019 research paper, "Value Is Dead, Long Live Value."