253 videos | 40+ hours | 2,415 web pages | 8,145 subscribers | 904,400 video views
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.
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.
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.
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.
To receive updates, subscribe at YouTube, follow @factorpad on Twitter and join the no-spam email list.
All web pages follow a consistent format with full transcripts and code examples.
This is how we show code inline,
Code windows look like this.
Educational content is rated by difficulty level so you can prioritize your learning.
Reinforce what you learn with quizzes (click box for answer).
Have fun with the Glossary. Here's the term Minimum Variance Portfolio used in a sentence and overheard at the college lecture.
For investors who follow MPT, there's an ETF that runs MVO and manages
a Minimum Variance Portfolio, or MVP.
Now that you have website navigation mastered, what interests you?
/ factorpad.com / index.html
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