CHAPTER 12CASE STUDY: JOHN O’CONNOR, PRESIDENT AND CIO, 3D ASSET MANAGEMENT

In the previous chapter we took a detailed look at the ETFs that asset managers are increasingly using to get targeted exposure to investment factors such as value. In this chapter we examine this approach to portfolio construction in practice by looking at the investment process of 3D Asset Management, a leading advisory firm that specializes in ETF-based asset management strategies. Financial advisors across the United States outsource their portfolio management to 3D, both for wealth management and retirement plan investment options, including 401(k).

Investment Approach

Figure 12-1 is a high-level representation of 3D’s investment approach consisting of five steps. ...

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