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New York, NY
Joined August 2018
factorE has partnered with Orion Advisor Services! Orion users can now import their portfolios and instantly understand portfolio risk factors, run extensive scenario analysis, & provide comparative analytics. Watch here! go.myfactore.com/orion-webin…
factorE 2.0 is live. Members now the ability to upload their own return stream, print out fact sheets, share the privately created asset with colleagues, and analyze it alongside your traditional assets on our platform. #factorinvesting #wealthtech #smartbeta #riskanalysis
Rolling Betas: short video explaining how you can use factorE’s Rolling Betas to view exposure changes over different time frames #factorinvesting #alternativeinvestments intercom.help/factore/learni…
The Growing Importance of Measuring Factors (with Schwab): a video regarding Smart Beta, Factor Investing, and Application in Investment Process with the creators of factorE and Vice President of Schwab #factorinvesting #alternativeinvestments intercom.help/factore/factor…
Case Study – International Equity Comparison: a video example showing how you can compare two international equity strategies in factorE intercom.help/factore/factor… #factorinvesting #alternativeinvestments
Factor Investing Educational Webinar – CAIA Virtual Chapter: a video where CAIA, BNP and factorE lay out a framework on the benefits of factor categorization vs. traditional investment categorization #factorinvesting #alternativeinvestments intercom.help/factore/factor…
The Factor Radar & Factor Breakdown: a short video on understanding the factor radar and factor breakdown in factorE intercom.help/factore/learni… #factorinvesting #alternativeinvestments
Case Study – Active Fixed Income Manager Comparison: a video example of how you can compare two active managers in factorE intercom.help/factore/factor… #factorinvesting #alternativeinvestments
Scenario Analysis & Growth of $1000: 2 short videos explaining the Scenario Analysis and Growth of $1000 features in factorE #factorinvesting #alternativeinvestments intercom.help/factore/learni…
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The Factor Analysis Dashboard: an article demonstrating how to adjust settings, use time window analysis, and other various “easter eggs” in factorE intercom.help/factore/learni… #factorinvesting #alternativeinvestments
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Case Study – Sourcing Allocations: a video example of how to source an allocation in factorE intercom.help/factore/factor… #factorinvesting #alternativeinvestments
factorE is pleased to announce that the Private Asset and Monthly Analysis features will be available next month. Upload, analyze, and share SMA's, Hedge Fund, and other proprietary tracked returns. #portfoliomanagement #wealthtech #hedgefunds #riskanalytics
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factorE members love the scenario analysis tool! In addition, they can illustrate growth of $1000. Watch the short clips! #factorinvesting #portfoliomanagement #riskanalytics #scenarioanalysis intercom.help/factore/learni…
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Our members now have the ability to analyze multiple risk models, including Global Multi-Asset, and a Pure Equity Fama-French model. In addition, our backtesting has now been extended to 1987! #factorinvesting #riskanalytics #portfoliomanagement #investmentmanagement #backtesting
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Scenario Analysis, with just a few clicks! One of the many features offered by factorE. Start your free trial today @ myfactore.com/ #scenarioanalysis #riskanalytics #portfoliomanagement #factorinvesting #assetmanagment #quants #fintech
46% of advisors currently use Risk Analytics solutions and 16% plan to add it in 2019. Where do you fall? #advisor #technology #fintech #riskmanagement #riskanalytics #assetmanagment #factorinvesting #investmentnews
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Exciting new features coming to @myfactorE ! Multiple risk/factor models, monthly return analysis, private asset uploading/sharing, and more! Check it out... #factorinvesting #portfoliomanagement #riskmanagement #financialadvisor #assetmanager
Watch our webinar replay on the importance of measuring factors! Thank you to our special guest, Tony Davidow! myfactore.com/webinar-measur… #investments #portfoliomanagement #caia #factorinvesting #riskmanagement #schwab #fintech #wealthtech
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Register now for our upcoming webinar! Join Dick Pfister, CAIA and Jonathan Belanger, CFA from factorE along with Tony Davidow from Schwab. register.gotowebinar.com/reg… #caia #factorinvesting #investments #portfoliomanagement #myfactore #schwab #radar #webinar #fintech