How A CIO Analyzes Funds Through Factors

  • |
  • 07 mins 36 secs
Joe Smith, Deputy CIO of CLS Investments, discusses how he uses factors to formulate a basis for investment portfolios, allocating using factors that meet his investment objectives. Mark Carver, Global Head of Factor Index Products at MSCI, explains how he sees MSCI FaCS’s platform helping advisors create a common language around factor investing in order to analyze factors and conduct diligence.


Factor Investing