Fusion Series Premiere: Episode 1 – Factor Investing – Size Focus

Thank you to everyone who joined us for the launch of the Fusion Series, our new webinar initiative designed to offer financial advisers a unique, behind-the-scenes look into the evolving world of portfolio management.

We’re thrilled to share that Episode 1: Factor Investing – Size Focus is now available to watch on-demand via YouTube. If you missed the live session — or want to revisit the key takeaways — you can now access the full recording at your convenience.

Watch the Recording Here: Episode 1: Factor Investing – Size Focus

In this debut episode, we were joined by global investment leader Vanguard to explore the role of size as an investment factor. This episode dives into the mechanics and merits of size as an investment factor, discussing how company size can influence risk-adjusted returns and how advisers can incorporate these insights into their client strategies.

Why Watch the Fusion Series?

• Get a behind the scenes glimpse into portfolio management
• Gain clarity on complex investment strategies
• Hear directly from top-tier investment professionals
  
  

The Fusion Series is designed to keep financial professionals at the forefront of evolving market dynamics. Stay tuned for Episode 2 of the Fusion Series, offering insights into quantitative strategies—coming soon.

For more updates and future episode announcements, follow us on LinkedIn