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Factor Investing Explained – Smarter Investing

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In search of greater, risk-adjusted returns for your portfolio. : By Jeremy Schwartz, CFA, Executive Vice President, Global Head of Research, WisdomTree Liqian Ren and I recently spoke with John Davi, founder and CIO of Astoria Portfolio Advisors, an investment advisor focused solely on exchange-traded funds (ETFs). After working in equity derivatives research at Merrill Lynch and the institutional ETF desk at Morgan Stanley, Davi started Astoria to provide investment advice to family offices and other wealth management clients. As of January 2019, Astoria manages approximately $150 million in client assets.