PFS Teams Session - Factor Investing and its role in retail investment portfolios
Teams link to be sent the day before the session by Theresa Atal
This link will come from theresa.atal@tfagroup.co.uk
Session Overview:
Factor investing can bring real benefit when constructing a portfolio, but what is it?
In this session, Hymans Robertson Investment Services (HRIS) will explore factor investing and the role it can play in enhancing investor outcomes, whilst delivering additional value.
Learning objectives
Areas discussed during the session will include:
- What factor investing is, where it originated, and its growing popularity.
- How factor investing can add value to portfolios and help navigate market volatility.
- How factor investing can help advisers differentiate their investment offering.
Samantha Kay-Client Portfolio Manager-Hymans Robertson Investmrnt Services
Samantha joined Hymans Robertson Investment Services in 2023 as a Client Portfolio Manager and is an integral member of the Investment Team. Passionate about supporting advisers and their relationships with retail clients, Samantha brings a wealth of knowledge and experience as an investment specialist to her role in supporting the close relationships we have with our adviser firm clients through regularly attending their investment committee meetings, providing investment updates, along with producing timely and engaging collateral.
Samantha has extensive experience in retail financial services, having spent several years within a large IFA business creating and maintaining their Centralised Investment Proposition. Prior to this, Samantha held an Investment Analyst role at a DFM, running a series of model portfolios and was primarily responsible for fund manager research, portfolio construction, and attribution analysis.
Samantha has been a CISI Chartered Wealth Manager since 2019 and also holds the CISI Diploma in Investment Advice (Securities) and the CFA IMC qualification.
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CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
1 hour's CPD can be claimed for this event if relevant to your learning and development needs.
It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.