Social Factor Investing: Unlocking Hidden Value with AI & Intangible Assets

In this episode of EisnerAmper's Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, speaks with Phyllis Costanza, Chief Social Investment Officer at Advanced Portfolio Management, an independent specialty asset manager that designs and manages customized investments for global institutional investors. Phyllis shares her outlook for investing via social factor analysis including the greatest opportunities and challenges. She also discusses her experience being a woman in the industry. ✨

What you’ll learn: 🚀 How social factor analysis impacts financial performance 💡 Biggest opportunities in AI-driven investment strategies 📊 Key challenges in social factor investing and data scarcity 🔍 Leadership lessons from women in finance