Investment Process Explained | How do we manage your money?

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  • Опубліковано 8 вер 2024
  • In this video, we will have our diverse range of investment process well explained, focusing on factor investing and its advantages and disadvantages. We cover seven common factors and how we use four of them in our portfolios. We discuss our investment models, from the Income Model to the Sustainable Model, highlighting their strengths and weaknesses in different market conditions. If you're a client or considering our services, this video offers insights into our approach. Like and subscribe for more content, and feel free to contact us with questions or topic requests. Stay safe and informed!
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    00:00 Introduction
    00:53 1. Factor-based investing
    01:31 Factor 1-Value
    02:05 Factor2 - Small Size
    02:28 Factor 3 - Momentum
    02:39 Factor 4 - Low Volatility
    02:53 Factor 5 - Dividend Yield
    03:04 Factor 6 - Quality
    03:20 Factor 7 - Growth
    03:48 2. How We Utilize The Factors
    04:07 Quality
    04:36 Dividend
    05:00 Growth
    05:55 Momentum
    07:56 3. The Pros & Cons
    08:07 Model 1 - Income
    08:51 Model 2 - All-weather
    09:26 Model 3 - Sustainable Equity
    10:08 Model 4 & 5 - North American Equity & Balanced ETF
    10:46 Conclusion

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