The rise of factor-based investing has coincided with a "zoo" of equity factors documented in academic research, but not all factors are created equal. How can investors know which factors are worth pursuing? This presentation will examine popular alternative factors and demonstrate Dimensional's approach to assessing research on expected returns.
Please join us as we welcome our guest speaker Jacobo Rodriguez.
Jacobo Rodríguez, a Vice President in the Research group at Dimensional, has written articles and research papers on a broad range of investment topics to support the firm's client relations since joining in 2004. With a keen interest in economics and the history of economic thought, Jacobo is also involved in Dimensional's internal training programs for client-facing employees, helping colleagues better understand and articulate Dimensional's investment philosophy and process. From 2005 to 2017, he was the editor of Dimensional's Quarterly Institutional Review.
Prior to Dimensional, Jacobo served for 10 years at the Cato Institute as a policy analyst in a number of areas. He has served since 2002 as a director of the Fundacion Internacional para la Libertad, a nonprofit foundation headed by Nobel laureate Mario Vargas Llosa that promotes and defends free and democratic societies in Latin America.
Jacobo holds a BA in economics from the University of California, Berkeley, and obtained a master's degree in applied economics from Johns Hopkins University.