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 |
| 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
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Todd RosenbluthHead 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. |
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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. |
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Mark Barnes, PhDHead 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
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Prepared by BlackRock Investments, LLC (BRIL), member FINRA. BRIL is not affiliated with FTSE Russell or CFRA.
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