Podcast: Making Sense of Quality Investing
In this deep-dive episode, special guest Paul Riccardella, and your host, Erika Toth, explore the evolution of factor ETFs and delve into all things Quality investing — from the general risk-return profile to the nuts and bolts of MSCI’s detailed methodology, and how the Quality factor holds up in different market environments.
Erika Toth is a Director of Institutional and Advisory for Eastern Canada at BMO Global Asset Management. She is joined on the podcast by Paul Riccardella, Executive Director of Client Coverage at MSCI. The episode was recorded live on Wednesday, October 30, 2024.
ETFs mentioned:
Barra: An analytical platform from MSCI.
EAFE: Europe, Australasia, and the Far East.
Sharpe ratio: A measure to compare the return of an investment with its risk.
ACWI: All Country World Index.
ROE: Return on Equity.
Disclaimers:
The viewpoints expressed by the speakers represent their assessment of the markets at the time of publication. Those views are subject to change without notice at any time. The information contained herein is not, and should not be construed as, investment, tax or legal advice to any party. Investments should be evaluated relative to the individual’s investment objectives and professional advice should be obtained with respect to any circumstance.
Any statement that necessarily depends on future events may be a forward-looking statement. Forward-looking statements are not guarantees of performance. They involve risks, uncertainties and assumptions. Although such statements are based on assumptions that are believed to be reasonable, there can be no assurance that actual results will not differ materially from expectations. Investors are cautioned not to rely unduly on any forward-looking statements. In connection with any forward-looking statements, investors should carefully consider the areas of risk described in the most recent prospectus.
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