Build a Better Process

Gain Confidence in Your Portfolio Management Decisions

For Investment Advisors and Family Offices


For Learners

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

   Finance     Tip     Technology 

Welcome to FactorPad

face pic 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.

by Paul Alan Davis, CFA
Updated: July 7, 2021

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.


Consulting Case Study

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

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)

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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.

$ echo "make up words" > ../ridiculouslylongfilename.txt $ ln -s ../ridiculouslylongfilename.txt video21.txt $ _

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.



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.


What's Next?

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

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