[{"display":"Craig Lazzara","title":"Managing Director, Core Product Management","image":"\/wp-content\/authors\/craig_lazzara-353.jpg","url":"https:\/\/www.indexologyblog.com\/author\/craig_lazzara\/"},{"display":"Fei Mei Chan","title":"Director, Core Product Management","image":"\/wp-content\/authors\/feimei_chan-214.jpg","url":"https:\/\/www.indexologyblog.com\/author\/feimei_chan\/"},{"display":"Tim Edwards","title":"Managing Director, Index Investment Strategy","image":"\/wp-content\/authors\/timothy_edwards-368.jpg","url":"https:\/\/www.indexologyblog.com\/author\/timothy_edwards\/"},{"display":"Hamish Preston","title":"Director, U.S. Equity Indices","image":"\/wp-content\/authors\/hamish_preston-436.jpg","url":"https:\/\/www.indexologyblog.com\/author\/hamish_preston\/"},{"display":"Berlinda Liu","title":"Director, Multi-Asset Indices","image":"\/wp-content\/authors\/berlinda_liu-191.jpg","url":"https:\/\/www.indexologyblog.com\/author\/berlinda_liu\/"},{"display":"Fiona Boal","title":"Head of Commodities and Real Assets","image":"\/wp-content\/authors\/fiona_boal-317.jpg","url":"https:\/\/www.indexologyblog.com\/author\/fiona_boal\/"},{"display":"Anu Ganti","title":"Senior Director, Index Investment Strategy","image":"\/wp-content\/authors\/anu_ganti-349.jpg","url":"https:\/\/www.indexologyblog.com\/author\/anu_ganti\/"},{"display":"Koel Ghosh","title":"Head of South Asia","image":"\/wp-content\/authors\/koel_gosh-372.jpeg","url":"https:\/\/www.indexologyblog.com\/author\/koel_gosh\/"},{"display":"Jim Wiederhold","title":"Associate Director, Commodities and Real Assets","image":"\/wp-content\/authors\/jim.wiederhold-380.jpg","url":"https:\/\/www.indexologyblog.com\/author\/jim-wiederhold\/"},{"display":"Phillip Brzenk","title":"Head of Multi-Asset Indices","image":"\/wp-content\/authors\/phillip_brzenk-325.jpg","url":"https:\/\/www.indexologyblog.com\/author\/phillip_brzenk\/"},{"display":"Philip Murphy","title":"Managing Director, Global Head of Index Governance","image":"\/wp-content\/authors\/philip_murphy-201.jpg","url":"https:\/\/www.indexologyblog.com\/author\/philip_murphy\/"},{"display":"Aye Soe","title":"Managing Director, Global Head of Core and Multi-Asset Product Management","image":"\/wp-content\/authors\/aye_soe-350.jpg","url":"https:\/\/www.indexologyblog.com\/author\/aye_soe\/"},{"display":"Howard Silverblatt","title":"Senior Index Analyst, Product Management","image":"\/wp-content\/authors\/howard_silverblatt-197.jpg","url":"https:\/\/www.indexologyblog.com\/author\/howard_silverblatt\/"},{"display":"Michael Orzano","title":"Senior Director, Global Equity Indices","image":"\/wp-content\/authors\/Mike.Orzano-231.jpg","url":"https:\/\/www.indexologyblog.com\/author\/mike-orzano\/"},{"display":"John Welling","title":"Director, Global Equity Indices","image":"\/wp-content\/authors\/john_welling-246.jpg","url":"https:\/\/www.indexologyblog.com\/author\/john_welling\/"},{"display":"Maria Sanchez","title":"Director, ESG Index Product Strategy, Latin America","image":"\/wp-content\/authors\/maria_sanchez-243.jpg","url":"https:\/\/www.indexologyblog.com\/author\/maria_sanchez\/"},{"display":"Shaun Wurzbach","title":"Managing Director, Head of Commercial Group (North America)","image":"\/wp-content\/authors\/shaun_wurzbach-200.jpg","url":"https:\/\/www.indexologyblog.com\/author\/shaun_wurzbach\/"},{"display":"Reid Steadman","title":"Managing Director, Global Head of ESG & Innovation","image":"\/wp-content\/authors\/reid_steadman-328.jpg","url":"https:\/\/www.indexologyblog.com\/author\/reid_steadman\/"},{"display":"Ved Malla","title":"Associate Director, Client Coverage","image":"\/wp-content\/authors\/ved_malla-347.jpg","url":"https:\/\/www.indexologyblog.com\/author\/ved_malla\/"},{"display":"Akash Jain","title":"Director, Global Research & Design","image":"\/wp-content\/authors\/akash_jain-348.jpg","url":"https:\/\/www.indexologyblog.com\/author\/akash_jain\/"},{"display":"Bill Hao","title":"Director, Global Research & Design","image":"\/wp-content\/authors\/bill_hao-351.jpg","url":"https:\/\/www.indexologyblog.com\/author\/bill_hao\/"},{"display":"Jaime Merino","title":"Director, Asset Owners Channel","image":"\/wp-content\/authors\/jaime_merino-384.jpg","url":"https:\/\/www.indexologyblog.com\/author\/jaime_merino\/"},{"display":"Silvia Kitchener","title":"Director, Global Equity Indices, Latin America","image":"\/wp-content\/authors\/silvia_kitchener-271.jpg","url":"https:\/\/www.indexologyblog.com\/author\/silvia_kitchener\/"},{"display":"Jason Giordano","title":"Director, Fixed Income, Product Management","image":"\/wp-content\/authors\/jason_giordano-378.jpg","url":"https:\/\/www.indexologyblog.com\/author\/jason_giordano\/"},{"display":"Rupert Watts","title":"Senior Director, Strategy Indices","image":"\/wp-content\/authors\/rupert_watts-366.jpg","url":"https:\/\/www.indexologyblog.com\/author\/rupert_watts\/"},{"display":"Qing Li","title":"Director, Global Research & Design","image":"\/wp-content\/authors\/qing_li-190.jpg","url":"https:\/\/www.indexologyblog.com\/author\/qing_li\/"},{"display":"Ben Leale-Green","title":"Associate Director, Research & Design, ESG Indices","image":"\/wp-content\/authors\/ben_leale-green-342.jpg","url":"https:\/\/www.indexologyblog.com\/author\/ben_leale-green\/"},{"display":"Liyu Zeng","title":"Director, Global Research & Design","image":"\/wp-content\/authors\/liyu_zeng-252.png","url":"https:\/\/www.indexologyblog.com\/author\/liyu_zeng\/"},{"display":"Priscilla Luk","title":"Managing Director, Global Research & Design, APAC","image":"\/wp-content\/authors\/priscilla_luk-228.jpg","url":"https:\/\/www.indexologyblog.com\/author\/priscilla_luk\/"},{"display":"Stuart Magrath","title":"Senior Director, Channel Management, Australia and New Zealand","image":"\/wp-content\/authors\/stuart_magrath-291.jpg","url":"https:\/\/www.indexologyblog.com\/author\/stuart_magrath\/"},{"display":"Sharon Liebowitz","title":"Senior Director, Innovation & Strategy","image":"\/wp-content\/authors\/sharon_liebowitz-423.jpg","url":"https:\/\/www.indexologyblog.com\/author\/sharon_liebowitz\/"},{"display":"Brian Luke","title":"Senior Director, Head of Fixed Income Indices - Americas","image":"\/wp-content\/authors\/brian.luke-344.png","url":"https:\/\/www.indexologyblog.com\/author\/brian-luke\/"},{"display":"Andrew Innes","title":"Head of EMEA, Global Research & Design","image":"\/wp-content\/authors\/andrew_innes-189.jpg","url":"https:\/\/www.indexologyblog.com\/author\/andrew_innes\/"},{"display":"Sherifa Issifu","title":"Senior Associate, Index Investment Strategy","image":"\/wp-content\/authors\/sherifa_issifu-373.jpg","url":"https:\/\/www.indexologyblog.com\/author\/sherifa_issifu\/"},{"display":"Smita Chirputkar","title":"Director, Global Research & Design","image":"\/wp-content\/authors\/smita_chirputkar-281.jpg","url":"https:\/\/www.indexologyblog.com\/author\/smita_chirputkar\/"},{"display":"Michael Mell","title":"Senior Director, Custom Indices","image":"\/wp-content\/authors\/michael_mell-362.jpg","url":"https:\/\/www.indexologyblog.com\/author\/michael_mell\/"},{"display":"Rachel Du","title":"Senior Analyst, Global Research & Design","image":"\/wp-content\/authors\/rachel_du-365.jpg","url":"https:\/\/www.indexologyblog.com\/author\/rachel_du\/"},{"display":"Izzy Wang","title":"Analyst, Strategy Indices","image":"\/wp-content\/authors\/izzy.wang-326.jpg","url":"https:\/\/www.indexologyblog.com\/author\/izzy-wang\/"},{"display":"Benedek V\u00f6r\u00f6s","title":"Director, Index Investment Strategy","image":"\/wp-content\/authors\/benedek_voros-440.jpg","url":"https:\/\/www.indexologyblog.com\/author\/benedek_voros\/"},{"display":"Jaspreet Duhra","title":"Managing Director, Global Head of ESG Indices","image":"\/wp-content\/authors\/jaspreet_duhra-454.jpg","url":"https:\/\/www.indexologyblog.com\/author\/jaspreet_duhra\/"},{"display":"Jason Ye","title":"Director, Strategy Indices","image":"\/wp-content\/authors\/Jason%20Ye-448.jpg","url":"https:\/\/www.indexologyblog.com\/author\/jason-ye\/"},{"display":"Barbara Velado","title":"Senior Analyst, Research & Design, ESG Indices","image":"\/wp-content\/authors\/barbara_velado-413.jpg","url":"https:\/\/www.indexologyblog.com\/author\/barbara_velado\/"},{"display":"Ari Rajendra","title":"Senior Director, Strategy & Volatility Indices","image":"\/wp-content\/authors\/Ari.Rajendra-400.jpg","url":"https:\/\/www.indexologyblog.com\/author\/ari-rajendra\/"},{"display":"Louis Bellucci","title":"Senior Director, Index Governance","image":"\/wp-content\/authors\/louis_bellucci-377.jpg","url":"https:\/\/www.indexologyblog.com\/author\/louis_bellucci\/"},{"display":"Daniel Perrone","title":"Director and Head of Operations, ESG Indices","image":"\/wp-content\/authors\/daniel_perrone-387.jpg","url":"https:\/\/www.indexologyblog.com\/author\/daniel_perrone\/"}]
Prior to joining TD Wealth Private Investment Advice, John worked with MD Financial and has over 15 years of industry experience with a number of Canadian financial institutions, serving high net worth clients.
Full Bio
Prior to joining TD Wealth Private Investment Advice, John worked with MD Financial and has over 15 years of industry experience with a number of Canadian financial institutions, serving high net worth clients.
John graduated from Saint Mary's University with a Bachelor of Commerce and also holds the Chartered Financial Analyst (CFA®), Certified Financial Planner (CFP®) and Fellow of the Canadian Securities Institute (FCSI®) designations.
What story is Optimal Asset Management’s Factor Allocator’s analysis trying to tell us? First, it is important to note each strategy has a factor fit quality reading above 80% (the S&P 500 High Dividend Index – 83.72% and the S&P 500 Dividend Aristocrats – 87.62%) which means the analysis of factor exposures appears useful in…
