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Factors for Advisors, Part 1: Tilting Value and Growth

Thursday, August 12, 2021 11:00 AM EDT | 8:00 AM PDT | 4:00 PM BST

Is the Time Right to Rotate to Value?

After being overshadowed by growth in recent years, value investing has gained popularity in 2021. As a result, some advisors are questioning how long can the trend last and how they should position their client portfolios.

 

In CFRA’s latest webinar series moderated by Todd Rosenbluth, CFRA Research and featuring Robert Hum, CAIA, BlackRock, and Mark Barnes, PhD, FTSE Russell.

 

During this series we discussed:

  • How the current macroeconomic environment could impact value investing

  • The historic causes and duration of a value rally

  • What tools do advisors have to build client portfolios; and the stocks inside value-oriented FTSE index-based ETFs.   

 

 

Speakers 

Todd Rosenbluth

Head of ETF and Mutual Fund Research, CFRA

Todd is Head of ETF and Mutual Fund Research at CFRA, leading the firm’s holdings-based research efforts. Todd publishes regular thought leadership content on equity and fixed income products, supports the quantitative fund models, and interacts with clients.  He also serves as a member of CFRA’s Investment Policy Committee. Todd has frequently provided ETF education at Inside ETFs conferences and been quoted in media outlets, such as Barron’s, New York Times, and The Wall Street Journal. He also held Senior Director of ETF and Mutual Fund Research for S&P Global Market Intelligence.

Todd holds a BGS in Finance from the University of Michigan and an MBA in Finance from New York University.

   

Robert Hum, CAIA

Director, US Head of Factor ETFs, BlackRock

Robert Hum, CAIA, Director, is the US Head of Factor ETFs, within BlackRock's ETF and Index Investments Group. In this capacity, Mr. Hum leads the overall product strategy for Factor ETFs through analytics, thought leadership, sales enablement and client engagement.

Prior to joining BlackRock, he worked within the research division of Ladenburg Thalmann Asset Management (LTAM) as a Senior Analyst. While at LTAM he was a member of the Ladenburg Thalmann Investment Committee and led a team of analysts responsible for portfolio construction, risk management and due diligence for their Global Multi-Asset Portfolios. Within the Investment Committee, Mr. Hum was the Head of ETF Due Diligence and was instrumental in the introduction and implementation of Smart Beta Factor ETFs. He began his career at Van Eck/Market Vectors, where he held multiple roles within their business development and risk departments.

Mr. Hum earned a BA in Economics and Business from Lafayette College and holds the Chartered Alternative Investment Analyst (CAIA) designation.

   

Mark Barnes, PhD

Head of Investment Research, Americas, FTSE Russell 

Mark Barnes is Head of Investment Research, Americas for FTSE Russell. Dr. Barnes joined FTSE Russell in 2018 and is responsible for applied research and new index development for the United States. In his role in applied research, he is responsible for engaging with clients to explain the FTSE Russell index construction methodology and to work with them to find solutions to their investment problems.

Prior to joining FTSE Russell, Dr. Barnes was a Director and Portfolio Manager within the Multi Asset group at PanAgora Asset Management in Boston. He was responsible for equity strategies within the group including alternative beta, defensive equity and country allocation overlay strategies.

   

This webinar is sponsored by  

FOR FINANCIAL PROFESSIONAL USE ONLY - NOT FOR PUBLIC DISTRIBUTION

This material is provided for educational purposes only and is not intended to constitute investment advice or an investment recommendation within the meaning of federal, state or local law.  You are solely responsible for evaluating and acting upon the education and information contained in this material. BlackRock will not be liable for direct or incidental loss resulting from applying any of the information obtained from these materials or from any other source mentioned. BlackRock does not render any legal, tax or accounting advice and the education and information contained in this material should not be construed as such.  Please consult with a qualified professional for these types of advice.

There can be no assurance that performance will be enhanced or risk will be reduced for investments that seek to provide exposure to certain quantitative investment characteristics ("factors").  Exposure to such investment factors may detract from performance in some market environments, perhaps for extended periods.

Prepared by BlackRock Investments, LLC (BRIL), member FINRA.  BRIL is not affiliated with FTSE Russell or CFRA.

 iSHARES and BLACKROCK are trademarks of BlackRock, Inc., or its subsidiaries in the United States and elsewhere. All other marks are the property of their respective owners.

 

 

Some or all of the non-CFRA speakers in these materials have compensated CFRA for the production of and the right to participate in the discussions captured in these materials.  Apart from the production of these materials, CFRA may license certain intellectual property or provide services to, or otherwise have a business relationship with, certain issuers of funds or securities that are the subject of or that have participated in the production of these materials.   Irrespective of CFRA’s relationship with any participant in these materials, no part of CFRA’s compensation is tied to any particular CFRA recommendation or rating. The views expressed in these materials by non-CFRA participants do not necessarily reflect the views of CFRA.  CFRA makes no warranty or representation that these materials are accurate, timely or complete, and references to any investment, fund or security are not a recommendation to buy, sell, or hold such investment, fund or security. These materials are only for authorized recipients and may not be redistributed or reproduced without the express consent of CFRA. Additional information on the legal disclosures for these materials is available at https://cfraresearch.com/legal/.

 

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