Playing Defense With Factor Strategies

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With investors divided on when the longest bull run will slow down, the key to staying ahead of the game may be adding a defensive element to the mix. How can advisors use this upcoming year-end rebalancing as an opportunity to help clients mitigate risk without sacrificing potential equity gains?

Join our panel of leading industry experts to explore the potential defensive benefits that factors, such as low volatility, quality, and size, bring to the table vs. traditional large-cap solutions.

Topics will also include:

  • Recalibrating core portfolios to meet desired risk/return objectives by tilting to factors
  • Mitigating downside risk with factor building blocks
  • Using analytical tools to build, deconstruct, and replicate portfolios that meet client-specific performance goals


Mike Dickson  
Mike Dickson, Ph.D.
Director of Structured Financial Solutions
Horizon Investments
Joe Smith  
Joe Smith, CFA
Senior Market Strategist
CLS Investments
Aye Soe  
Aye M. Soe, CFA
Managing Director, Global Research & Design
S&P Dow Jones Indices

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