The Power of a Data Driven Approach: A Discussion on Equity Markets and Quantamental Investing

April 4, 2025

We recently hosted an exclusive webinar with Jay Peters, CFA®, Managing Director, Investment Solutions, Equities at NewEdge Wealth, and our newest Investment Advisory Board Member Adam Parker, CEO & Founder of Trivariate. They discussed the latest trends in equity markets, opportunities in today’s environment, and the power of quantamental investing, which bridges quantitative and fundamental equity analysis to enhance long-term results.

We hope you enjoyed the session!

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Investing involves risk, including possible loss of principal.  Past performance is no guarantee of future results.

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by NewEdge) will be profitable or equal any historical performance level(s). Clients should carefully consider their own investment objectives and never rely on any single chart, graph or marketing piece in making investment decisions.

Any forward-looking statements or forecasts are based on assumptions and actual results are expected to vary from any such statements or forecasts. No assurance can be given that investment objectives or target returns will be achieved. Future returns may be higher or lower than the estimates presented herein.

An investment cannot be made directly in an index. Indices are unmanaged and have no fees or expenses. You can obtain information about many indices online at a variety of sources including: www.sec.gov/answers/indices.htm

All data is subject to change without notice.

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