Factor Investing and Smart Beta | The Complete Course

Description

The main purpose of this course is to teach the theory and practice of Factor Investing and Smart Beta. This course is especially useful for investors who wish to delve deeper into this subject with the goal of taking their investment portfolios to a new level by increasing returns and reducing risks through the use of factors in an investment portfolio.

Transformation – upon completing this course, you will be able to:

1. Increase the profitability of your investments - simulations demonstrate that a factor-based portfolio can increase your wealth and standard of living by approximately 15 to 25% over a 30-year period when compared to a portfolio without factors.

2. Reduce the risk of your investment portfolio - the combination of factors reduces portfolio volatility and minimizes momentary maximum losses compared to a portfolio without factors.

3. Understand the foundation and historical performance of factors (beta, size, value, momentum, quality and low volatility).

4. How to choose ETFs and funds to capture the benefits of factors, using free tools and databases.

5. Structure a global equity investment portfolio that outperforms the market.

6. Invest in practice and periodically rebalance your portfolio.

7. How to manage your portfolio in just a few minutes per month, without the need to pick individual stocks.

8. Learn strategies to reduce taxes.

Distinguishing features:

• The course is both theoretical and practical: I teach the foundation and theory of factors, as well as the step-by-step process of building your portfolio.

• The course is scientifically backed with statistical significance. There are over 57 bibliographic references provided throughout the course.

• I will guide you through the process of global investing, minimizing the risk of investing solely in your own country.

• The course is dynamic and straight to the point, with practical videos focused on bringing real transformation to your financial life.

• The instructor holds a PhD in Engineering and has years of practical experience as an independent investment advisor and portfolio strategist.

Important:

• The course does not present ways to multiply money quickly and easily, as that would be a misleading promise. You can expect to achieve better returns in your portfolio by using factors compared to a portfolio without factors, but it requires consistency and a long-term approach to reap the benefits of this knowledge.

• The course does not provide short-term trading strategies. The videos are focused on building and managing a long-term portfolio, based on the most reputable scientific publications in the field.

• The course is useful regardless of the country you live in and your tax residency. The principles apply to any investor anywhere in the world, and in the practical modules on searching for investment products and structuring the portfolio, I demonstrate how to conduct searches in different locations around the world.

See you in the course!

Prof. Eng. Marcus Oliveira, PhD

Portfolio Strategist / Investment Advisor

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