Factor Investing – Understanding the 3rd Pillar of Investing

Factor Investing – Understanding the 3rd Pillar of Investing

研討會

概要

Alongside fundamental active and passive strategies, factor investing is the third pillar of investing and has gained increasing recognition from investors for its systematic, data-driven approach to delivering specific outcomes. Factor investing represents a breakthrough in fundamental elements of investing and could mark a permanent shift in asset management.

Stephen Quance, Invesco's Asia Pacific Director of Factor Investing, will share:
- What is factor investing?
- The difference from market weighted indexing and alpha strategies
- Structuring a portfolio around investment factors

宗旨

By the end of the seminar, participants will be able to:

- Describe what is factor investing
- Explain how factor investing works
- List the applications by asset managers to achieve specific investment outcomes

對象

Asset managers and investors who are interested in deepening their knowledge in factor investing.

先導計劃 - 專業培訓資助計劃

此課程乃提升資產財富管理業人才培訓先導計劃 - 專業培訓資助計劃下之一個合資格課程。

本計劃的對象為金融服務業現職從業員,申請人只要在本計劃的三年期內圓滿修畢本計劃所選定課程/研討會的一個單元,便可獲發還學費的80% 或上限港幣7,000元 (以數額較少者為準) 。每人可申請發還多於一個或以上單元的資助。

申請人必須於完成課程當日起計4個月內遞交所需文件。

詳情請瀏覽網頁www.wamtalent.org.hk

導師/講者

Stephen QUANCE
Stephen Quance joined Invesco as the Asia Pacific Director of Factor Investing in 2017.

He promotes the global factor initiative by supporting clients, aiding research, setting strategy, refining operations and increasing education both internally and externally primarily in the Asia Pacific region.

Prior to joining Invesco, Stephen was a portfolio manager with Dimensional Fund Advisors for more than 10 years. In that role, he managed various factor strategies, a number of which were for Asia institutions, and met extensively with investors across the region. Originally an engineer by training, Stephen holds a BS in Civil and Environmental Engineering from Rice University and an MBA in Finance from the University of Texas.

詳情

活動編號
TSTAW19000101
日期及時間
2019年9月10日, 星期二 (12:20下午 - 1:20下午)
地點
香港證券及投資學會培訓中心
語言
英文
級別
Advanced
課程時數
SFC:1.00, PWMA:1.00