Team training · On-site / Off-site

Factor investing training for investment teams.

Structured training in factor and quantitative investing for institutional teams, from foundations to advanced research workflows.

Request an introductory consultation

Free. No commitment. 45 minutes.

Trainer presenting a factor investing dashboard to a team in a boardroom

Who it is for

Teams adopting a systematic process.

  • Research teams formalizing a factor investing process.
  • Family offices and wealth managers onboarding analysts.
  • Institutions that want one shared, documented research workflow.

Curriculum

What teams learn.

Modules are selected and sequenced per engagement, from the same curriculum behind the 1-to-1 coaching program.

  1. Quant investing foundations

    The systematic mindset in practice: universes, screening, ranking and simulation, taught hands-on.

  2. Factor research workflows on Portfolio123

    Factor families and their evidence, factor construction and combination, and research discipline in practice.

  3. Backtesting and validation

    Out-of-sample checks, robustness across regimes and overfitting control, so results earn the team's trust.

  4. Operating the process

    Rebalancing discipline, monitoring and documentation: how the team runs the framework after we leave.

Not sure where your team should start?

Request an introductory consultation

Format

Two ways to train a team.

On-site

At your offices.

Intensive workshops delivered in person, anywhere your team sits. The room, the screens and the questions are yours; the structure is ours.

  • One- to three-day intensives, scoped to the team's level.
  • Hands-on work on the team's own universes and ideas.
  • Whiteboard sessions on methodology, validation and process design.

Off-site

Live and remote.

The same curriculum delivered in live remote sessions, designed for distributed teams and scheduled across time zones.

  • Session blocks spread over weeks, fitted to the team's calendar.
  • Screen-shared, hands-on research work reviewed in session.
  • Sessions recorded for internal reuse by the team.

Pricing

Scoped per engagement.

Every engagement starts with a briefing on the team's size, level and objectives, followed by a written proposal covering curriculum, format, dates and fees. Materials and documentation remain with the team.

Training is priced per engagement, based on team size, format and curriculum depth.

Request an introductory consultation

Training a team this year?

Begin with a 45-minute conversation about your team, level and objectives. A written proposal follows.

Request an introductory consultation

Free. No commitment. 45 minutes.

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Request a consultation · free, 45 min, no commitment