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Downtown Sponsored Luncheon: Thinking Outside the Style Box

Event Description

Sponsored by Ninety One Asset Management.

The popular “style box” developed by Morningstar Inc. goes back to 1992. Entire generations of mutual fund managers, financial advisers and investors have never been without the concept.

 

An intuitive framework for equity investing, the style box construct splits the opportunity set into size (large, mid and small) and value/growth segments. Investors and finance professionals rely on these boxes to balance risk exposure and gain diversification in equity portfolios.

 

Yet the reliance on style boxes has not always gone smoothly. During periods of market turmoil, seemingly diversified portfolios often have failed to live up to investors’ expectations.

 

In the wake of the financial crisis of 2008, there has been a rapid rise in the popularity of factor-based smart beta strategies, which follow outcome-based approaches. Some investors have shied away from smart beta, unsure of how these approaches work and how to deploy them in their portfolios. However, smart beta strategies can be used within the intuitive style box framework, providing potentially better solutions to investment needs.

Our speaker is Elias Erickson from Ninety One.  Elias is a portfolio manager and analyst in the Quality team based in New York. He is both the lead portfolio manager of the International Franchise Strategy as well as alternate portfolio manager on Ninety One’s flagship Global Franchise Strategy. As an analyst, Elias is responsible for global equity research for the Global Quality equity strategies.

 

Prior to joining the firm, Elias was a managing director at Thornburg Investment Management where he worked as an associate portfolio manager for the Thornburg Global Opportunities Fund. His previous role was with Dodge & Cox where he was responsible for global equity research in the capital goods, medical devices and chemicals sectors. Elias started his career as an investment banking analyst in the healthcare group of Lehman Brothers / Barclays Capital. Elias received an MBA from Stanford University and a BS from Brigham Young University.

 

Registration is free of charge.


Thank you to the sponsor of this event:



Speaker

Elias Erickson

Event Type

Society; Educational; Featured

Education Topic

Portfolio Management

Start Time

11/17/2022 12:00 PM

End Time

11/17/2022 1:30 PM

Event City

Philadelphia

Event State/Province

PA

Location Info

Racquet Club of Philadelphia

215 South 16th Street

Philadelphia, PA 19102


CE Credits

1

Member Price

N/A

Non-Member Price

N/A

Candidate Price

N/A

Registration

All Day Event

 

Recurrence

 

Person or Group

 

Event Link

Click here to register.

Event Link Leads To New Tab

Yes

Event Short Info

Downtown Sponsored Luncheon: Thinking Outside the Style Box

Attachments

Content Type: MyCFA Calendar
Created at 10/12/2022 9:35 AM by [email protected]
Last modified at 10/24/2022 5:39 PM by [email protected]