Fixed income when you’re between a rock and a hard place — Part 2/2
Part 2: From understanding factors to solving investor problems In Part 1, we defined fixed income factors. But factors alone will not solve each investor’s [...]
About Ward Bortz
Ward Bortz is Head of Strategy for Invesco’s Fixed Income Factors Group. In this role, he is responsible for the ongoing product development, structuring, messaging, and business development for the team. Ward joined Invesco in 2019. Prior to joining the firm, he was a Head of Strategy for US Wealth within BlackRock’s Factor-Based Strategies Group. He worked with institutional investors, home offices, and large private wealth teams to help integrate factor-based strategies into their equity, fixed income, and alternative allocations. Before BlackRock, Mr. Bortz was on the equity portfolio management team at Dimensional Fund Advisors focusing on large-cap international equity strategies. He began his career in 2006 as a research analyst and trader at Bank of America-Merrill Lynch and Royal Bank of Canada, focusing on quantitative credit research, high yield bond research, and high yield/distressed bond trading. Mr. Bortz earned a BA degree from the University of Chicago in economics and an MBA from Columbia Business School, focusing on finance and asset pricing. He holds the Series 7 and 63 registrations.Fixed Income when you’re Between a Rock and a Hard Place – Part 1/2
Figure 1: Investors are between a rock and a hard place.Source: Getty Images. Invesco. Investors are stuck between a rock and a hard place. On [...]