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6 December 2017

AIMSE San Francisco

How is factor investing changing the ways funds are marketed?

Andy Iseri, Investment Consultant at Callan Associates joined Bernie Nelson, Style Analytics’ President, North America to share their perspectives on how fund presentations and pitches are evolving. They engaged the group in a dynamic discussion on how investors are more informed, and require more detailed knowledge, including independent methods to present factor exposures, as an integral part of shaping strategies.