Quantitative trading strategies on the ASX, ft. Invesco's Andre Roberts, CFA

Andre Roberts, CFA is the Senior Portfolio Manager at Invesco, charged with managing multiple funds focused on building, deploying and running quantitative strategies over Australian equity portfolios.

Andre joins Owen Rask on The Australian Investors Podcast to share the building blocks of building quantitative and factor-based models for investing in Australia.

In this podcast, Andre covers:

• The foundations of factor investing
• Factors that work — and those that don't — in Australia
• Getting signals on momentum, value and quality factors
• How to determine which factors should go into your portfolio
• ESG factors and their efficacy in a portfolio
• The future of factor investing in Australia

This is a slightly more advanced but intriguing episode on quantitative investing and the future of building portfolios.

Resources:

Learn more about quantitative investing in Invesco's Investor hub

Watch the video version on the Rask Australia YouTube page.

Take one of our intelligent and FREE investing courses (covering topics like ETFs, shares and valuation) on Rask Education and join our insightful FB community.

Score $100 off Owen's high conviction ASX & US share research service, Rask Invest!

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➜ Dig in deeper with the show notes: https://www.rask.com.au/podcasts/australian-investor-podcast

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Full individual disclosures for each guest are available via the show notes page.

Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning super funds, products, shares, bank accounts, etc.

DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

Date recorded: 14 November 2021

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