Register for Access

By registering, you will receive the weekly newsletter with updates, practical tips and more.

Episode 10

Revisiting Factor Investing

July 26, 2018

In this special bonus episode of the Science of Economic Freedom podcast, “Revisiting Factor Investing,” I speak with Don Calcagni, Chief Investment Officer at Mercer Advisors.

Don is an expert on factor investing, and his breadth of knowledge will educate and enhance your understanding of the subject, and the role factor investing can and likely should play in a well-rounded investment portfolio.

In this podcast, you’ll discover:

  • An overview of what factor investing is
  • Why we believe so strongly in factor investing at Mercer Advisors
  • A summary of the “five-factor model” of investing
  • How factor investing can be achieved using a variety of investment vehicles, including traditional mutual funds and exchange-traded funds (ETFs)
  • Which factors outperformed, and which underperformed, in H1, 2018
  • How to think about allocating among the different factors
  • Factor analysis as applied to fixed-income investments
  • The challenges in the current market environment (e.g. rising rates, yield curve flattening, trade wars, etc.)
  • Plus, much more


Don Calcagni is one of the smartest guys in the industry. And, listening to him speak about markets and factor investing is like sitting in on a maestro’s master class. If you want to get a grip on factor investing, this is the episode for you.


Wealth Coaching

Discover your opportunities to grow wealth. It takes an expert Wealth Coach who is also a financial professional to bring clarity to your goals and help you establish a clear pathway to making sound financial decisions.

Learn More
Sign Up
Provide a little information about you.
Most pressing financial problem/concern today:

What is your target economic freedom date?
You have successfully registered for Wealth Coaching. One of our economic experts will be in touch with you soon to introduce themself and help you begin your journey.

More Fuel for Thought

The more you learn, the more energy you have to take you where you want to go. Here are additional money management resources to help further fuel your journey to economic freedom.


For financial articles, this is the no muss no fuss source for educating yourself on investing, financial planning, estate and tax issues and how to protect the wealth you have built so far.

Explore Posts


Access is everything. Become a VIP member to tap into our latest research, financial planning tools, and special reports, and stay continually updated through our exclusive member newsletter.

Sign up today