
Sign up to save your podcasts
Or
In our industry, we’re all too often guilty of asking, “what is your alpha,” rather than, “what is your process for finding alpha?” Yet, in the long run, it is the process that is important.
I’m equally guilty of this. In the history of this podcast, I’ve probably overemphasized the outcome of research versus the process of research.
There are a few exceptions, though. And in this dive into the archives, I wanted to return to Season 2, when I spoke with Chris Meredith, Co-Chief Investment Officer at O’Shaughnessy Asset Management.
There are a lot of nuggets in this episode, ranging from ingesting data to working with research partners to a discussion of hardware setup. But the part that has always stuck with me the most was Chris’s process for prioritizing research proposals based upon an AUM-scaled information ratio.
I’ll let Chris explain. Enjoy.
4.9
221221 ratings
In our industry, we’re all too often guilty of asking, “what is your alpha,” rather than, “what is your process for finding alpha?” Yet, in the long run, it is the process that is important.
I’m equally guilty of this. In the history of this podcast, I’ve probably overemphasized the outcome of research versus the process of research.
There are a few exceptions, though. And in this dive into the archives, I wanted to return to Season 2, when I spoke with Chris Meredith, Co-Chief Investment Officer at O’Shaughnessy Asset Management.
There are a lot of nuggets in this episode, ranging from ingesting data to working with research partners to a discussion of hardware setup. But the part that has always stuck with me the most was Chris’s process for prioritizing research proposals based upon an AUM-scaled information ratio.
I’ll let Chris explain. Enjoy.
2,182 Listeners
581 Listeners
1,979 Listeners
1,774 Listeners
3,060 Listeners
938 Listeners
804 Listeners
83 Listeners
361 Listeners
305 Listeners
64 Listeners
89 Listeners
93 Listeners
272 Listeners
214 Listeners