Factor-based strategies are often different, even when focused on the same factor. Here are four key questions to ask when evaluating factor products.
Doug Grim, CFA, is a senior investment strategist in Vanguard Investment Strategy Group, where he leads the team that conducts research and provides thought leadership on factor-based portfolio construction and environmental, social and governance (ESG) issues in investing. Before his current role, he was a senior investment consultant in Vanguard Institutional Advisory Services®. In that position, he provided asset allocation and portfolio construction recommendations, investment policy consulting, and capital markets research to institutional clients. He also served as team leader responsible for assisting other consultants with all asset allocation and asset/liability modeling studies conducted for clients.
Mr. Grim earned a B.S. from the University of North Carolina at Wilmington. He is a CFA® charterholder and a member of the CFA Institute and the CFA Society of Philadelphia.