Gain Confidence in Your Portfolio Management Decisions

• Niche - Allocation, attribution and risk management are highly technical statistical processes that drive risk-adjusted returns.
• The Problem - Many firms with $200M - $1B in AUM don't have the budget for a full-time risk specialist or haven't seen advanced risk processes in action.
• Solution - Engage an independent CFA Charterholder on a part-time basis to help design and automate a modern process leveraging science and technology.
• Result - Understand your bets, forecasts, and risks to satisfy institutional-level gatekeepers.
• Cost - Monthly retainers starting at $3000.

   Consulting 

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• Niche - Educational content for portfolio managers, financial engineers and data scientists.
• The Problem - Today, those who haven't learned how to analyze big data are at a disadvantage.
• Solution - Utilize web-based tutorials here with companion YouTube videos covering Linux, Python and Excel.
• Result - Learn to code and access public API data for better career opportunities.
• Cost - Free-to-access with no sign-up, no ads, no cookies and supported by voluntary tips.

253  videos  | 40+  hours  | 2,415  web pages  | 8,145  subscribers  | 904,400  video views 

   Finance     Tip     Technology 

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Welcome to FactorPad

I'm Paul and this site provides examples of my investment coaching, coding and consulting practice.

Started simply as a way to help people understand institutional-level investment processes involving risk-adjusted returns, in 2016, I began publishing investment modeling videos on YouTube with companion transcripts here. Next came a small finance glossary and a tutorial series on 100 Linux commands.

I have been fortunate to learn from roles as a PM for $5 Billion in equity mutual funds at Charles Schwab, an adjunct professor of portfolio theory and coding courses at CalPoly, and financial analyst interviewing hundreds of CFOs of private and public companies.

While this site has grown, I currently spend most of my time helping forward-thinking investment professionals design, build and automate institutional-level investment processes, embracing open-source software and publicly available datasets. Here and on YouTube, I show motivated and technically-minded learners how to do the same.

p.s. My mission is to improve the coding skills and financial acumen of anyone who tries, regardless of wealth. If you are one of the fortunate who can enhance the speed of this goal then referrals, hyperlinks and tips are greatly appreciated.

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Examples

Consulting Case Study

For a start-up family office client and ongoing relationship, I built a new investment process from the ground up, including:

• Investment Policy Statement
• Asset Allocation Study
• Review of Investment Holdings
• Custodian and Broker Cost Evaluation
• Software Vendor Due Diligence
• Benchmark Development
• Investment Candidate List
• Economic Analysis of Countries and Approved Country List
• Company Valuation Screens and Fundamental Analysis Template
• Liquidity Analysis
• Risk Management Framework

Having been in the industry for 25+ years, I identifed cost savings well in excess of my consulting fees.

Common Stock Dataset

See stock risk measures for 2,000 US-traded stocks monthly, ranked across all stocks, then by sector and industry.

These risk measures are common across institutional-level risk models and are used for risk budgeting, portfolio optimization and performance attribution... all favorite topics at FactorPad.

Video Tutorials

Hosted on YouTube, many videos are 4-7 minute summaries while others resemble college courses and last 20-30 minutes.

By minimizing mathematical notation, the focus is on concepts so learning is accessible for everyone.

    How to find expected return on a stock using CAPM (17:40)

To receive updates, subscribe at YouTube, follow @factorpad on Twitter and join the no-spam email list.

Video Scripts

All web pages follow a consistent format with full transcripts and code examples.

This is how we show code inline, whatis man.

Code windows look like this.

From Linux Essentials, video 21:
    Linux ln Command Summary with Examples (03:57)

Star System

Educational content is rated by difficulty level so you can prioritize your learning.

Beginner
Intermediate
Advanced

Quizzes

Reinforce what you learn with quizzes (click box for answer).

Which noted scholar in behavioral finance explained synthetic CDOs with Selena Gomez in a cameo for the film The Big Short (2015)? | Daniel Kahneman, Robert Shiller or Richard Thaler?

Richard Thaler

In a Sentence

Have fun with the Glossary. Here's the term Minimum Variance Portfolio used in a sentence and overheard at the college lecture.

Doc:   For investors who follow MPT, there's an ETF that runs MVO and manages a Minimum Variance Portfolio, or MVP.
Leo:  OMG.

Toolsets

• Random Number Generator
• Linux Cheat Sheet
• Vim Cheat Sheet

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What's Next?

Now that you have website navigation mastered, what interests you?

   Consulting     Finance     Tip   Technology 

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