Skip to content
+1 516.935.0923 [email protected] My Cart
GFMI logo
  • About Us
    • Our Story
    • Our Team
    • Our Clients
    • Strategic Alliance
    • Our Associations
  • Services
    • Training Needs Analysis
    • Custom Built Training
    • Subject Matter Experts
  • Training Courses
    • Alternative Investments
    • Asset Liability Management
    • Capital Markets
    • Commodities
    • Corporate Finance Course
    • Credit and Credit Analysis Course
    • Credit Derivatives
    • Derivatives
    • Digital Assets
    • Economics
    • Equities
    • Financial Statement Analysis Accounting
    • Fixed Income Courses
    • Foreign Exchange
    • Insurance
    • Municipals
    • Mutual Funds and ETFs
    • Operations
    • Portfolio Management
    • Quantitative Methods and Excel
    • Regulation and Compliance
    • Risk Management
    • Securities Lending — Repurchase Agreements
    • Securitization and Structured Finance
    • Structured Products
    • Wealth Management
  • Training Methods
    • Classroom Training
    • Virtual Instructor-Led Training (VILT)
    • Online Learning — eLearning
    • Financial Simulation
    • Blended Learning
  • Insights
    • eNews
    • Articles
    • Glossary
    • Blog
    • Case Studies
  • Contact us
DOWNLOAD OUR FULL COURSE LIST
Global Financial Markets Institute»Smart Beta and Factor Models

Smart Beta and Factor Models

This course deals with the concepts of Smart Beta and Factor models which served as the basis for the 2013 Nobel Prize in economics, and are one of the most important developments in the investment arena in the last 30 years. The course covers standard factor models and smart beta strategies, and gives the participants the tools to evaluate new strategies in the space. The course also delves into the risks associated with Smart Beta investing including the risks associated with the increasingly prominent group of ETFs focused on Smart Beta and Factor Investing.

Course Objectives

By the end of the course, the participants will be able to:

  • Describe Smart Beta and Factor Investing
  • Discuss the rules-based quantitative investment strategies as used by iShares, AQR, and others.
  • Explain factor model strategies and the theory behind them
  • Apply investment analysis techniques to quantitative investing strategies

Suggested Prerequisites:

  • Big Data is recommended, but not required

Program Level:Intermediate

Advance Preparation: Working Knowledge of Excel

Computers and Financial Calculators: Computers

Recommended CPE Credits: 7

Find out how we can help your organization.

  • About Us
    • Our Clients
    • Our Story
    • Our Team
    • Our Associations
    • Strategic Alliance
  • Insights
    • Newsletter
    • Articles
    • Glossary
    • Blog
    • Case Studies
  • Services
    • Training Needs Analysis
    • Custom Built Training
    • Subject Matter Experts
  • Training Methods
    • Classroom Training
    • Online Learning — eLearning
    • Virtual Instructor-Led Training (VILT)
    • Financial Simulation
    • Blended Learning
  • Training Courses
    • Alternative Investments
    • Asset Liability Management
    • Capital Markets
    • Commodities
    • Corporate Finance
    • Credit and Credit Analysis
    • Credit Derivatives
    • Derivatives
    • Digital Assets
    • Economics
    • Equities
    • Financial Statement Analysis and Accounting
    • Fixed Income
  • Foreign Exchange
  • Insurance
  • Municipals
  • Mutual Funds and ETFs
  • Operations
  • Portfolio Management
  • Quantitative Methods and Excel
  • Regulation and Compliance
  • Risk Management
  • Securities Lending — Repurchase Agreements
  • Securitization Course – Structured Finance
  • Structured Products
  • Wealth Management
SIGN UP FOR OUR NEWSLETTER

Connect with us

Ⓒ 2024 Copyright Global Financial Markets Institute.

Powered by Power On Marketing

Privacy Policy

  • About Us
    ▼
    • Our Story
    • Our Team
    • Our Clients
    • Strategic Alliance
    • Our Associations
  • Services
    ▼
    • Training Needs Analysis
    • Custom Built Training
    • Subject Matter Experts
  • Training Courses
    ▼
    • Alternative Investments
    • Asset Liability Management
    • Capital Markets
    • Commodities
    • Corporate Finance Course
    • Credit and Credit Analysis Course
    • Credit Derivatives
    • Derivatives
    • Digital Assets
    • Economics
    • Equities
    • Financial Statement Analysis Accounting
    • Fixed Income Courses
    • Foreign Exchange
    • Insurance
    • Municipals
    • Mutual Funds and ETFs
    • Operations
    • Portfolio Management
    • Quantitative Methods and Excel
    • Regulation and Compliance
    • Risk Management
    • Securities Lending — Repurchase Agreements
    • Securitization and Structured Finance
    • Structured Products
    • Wealth Management
  • Training Methods
    ▼
    • Classroom Training
    • Virtual Instructor-Led Training (VILT)
    • Online Learning — eLearning
    • Financial Simulation
    • Blended Learning
  • Insights
    ▼
    • eNews
    • Articles
    • Glossary
    • Blog
    • Case Studies
  • Contact us
Our site uses cookies. By continuing to use our site you are agreeing to our cookies policy.Agree and Close.