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

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