76: Fadi Zaher, author of “Index Fund Management, A Practical Guide to Smart Beta”
What can Alex Ferguson’s career teach us about factor investing? In recent years, index and factor investing solutions have been bestsellers. But factor investing success is not a foregone conclusion, and there are plenty of quirks and misprints in the literature. In his new book, Index Fund Management: A Practical Guide to Smart Beta, Factor Investing and Risk Premia, Fadi Zaher simplifies the world of factors and calls out both the factor fanatics and the smart beta sceptics. This conversation touches on the five equity factors that matter – value, quality, momentum, low volatility and size – and why factors are the nutrients in your portfolio meal, you have to have a balance! Fadi’s book is available on Amazon now and you can also find more of his writings on factor investing here: https://futureworldblog.lgim.com/authors/fadi-zaher/?cid=lgimtalks · Fadi Zaher, Head of Index Solutions and author · Max Julius, Head of Content We want to hear from you! Email us at mark.chappel@lgim.com with your thoughts on the podcast and any suggestions of the guests or types of content you’d like to see covered. This podcast is intended for investment professionals, and shouldn’t be shared with a non-professional audience. This podcast should not be taken as an invitation to deal in Legal & General investments. Any views expressed during this recording belong to the individuals and are based on market conditions at the time of recording, and do not reflect the views of Legal & General Investment Management. Legal & General Investment Management is authorised and regulated by the Financial Conduct Authority. Legal & General Investment Management, One Coleman Street, London, EC2R 5AA. Register in England no. 2091894. All rights reserved. No part of this audio may be reproduced in whole or in part without the prior written consent of Legal & General Investment Management.