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!

If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

➜ Dig in deeper with the show notes: https://www.rask.com.au/podcasts/australian-investor-podcast
➜ Score $100 off Owen's premium high conviction ASX & US share research service, Rask Invest: www.rask.com.au/aip-listener-discount
➜ 100% free investing courses: https://education.rask.com.au
➜ Join our kickass newsletter: https://www.rask.com.au/free-sign-up
➜ Our awesome FB community: https://www.facebook.com/groups/raskaustralia
➜ Hang with us on IG: https://www.instagram.com/raskaustralia
➜ Twitter for cool kids: https://twitter.com/RaskAustralia
➜ Tiktok for laughs: https://www.tiktok.com/@raskinvest

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
Learn more about your ad choices. Visit megaphone.fm/adchoices

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!

If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

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

➜ Score $100 off Owen's premium high conviction ASX & US share research service, Rask Invest: www.rask.com.au/aip-listener-discount

➜ 100% free investing courses: https://education.rask.com.au

➜ Join our kickass newsletter: https://www.rask.com.au/free-sign-up

➜ Our awesome FB community: https://www.facebook.com/groups/raskaustralia

➜ Hang with us on IG: https://www.instagram.com/raskaustralia

➜ Twitter for cool kids: https://twitter.com/RaskAustralia

➜ Tiktok for laughs: https://www.tiktok.com/@raskinvest

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

Learn more about your ad choices. Visit megaphone.fm/adchoices