Factor Investing Powerhouse Symmetry Partners Invests In Research

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Symmetry Partners, thought leaders in the world of factor investing is welcoming two new members to the already robust Research Department that boasts a Ph.D., MBAs, Chartered Financial Analysts (CFA), and produces qualitative and quantitative research. The Department’s work is a significant part of the firm’s dedication to bridging the gap between academe and practical investment solutions.

Symmetry Partners, an investment advisor with more than a combined $8 billion in assets under management and sub-advised assets is investing heavily in research.

The thought leaders in the world of factor investing are welcoming two new members to the already robust Research Department that boasts a Ph.D., MBAs, Chartered Financial Analysts (CFA), and produces qualitative and quantitative research. The Department’s work is a significant part of the firm’s dedication to bridging the gap between academe and practical investment solutions.

To that end, Symmetry has brought on Academic Consultant, Michael McDonald, Ph.D. who brings his experience in big data to Symmetry’s research team. His unique perspective will provide insight and highlight areas of expansion to advance to the firm’s prominence in factor investing.

An assistant professor of finance at Fairfield University in Fairfield, Connecticut, Dr. McDonald holds a Ph.D. in finance from the University of Tennessee. Additionally, he holds a master’s degree in economics, and a B.S. in industrial engineering from Clemson University.

An accomplished academic in the field of financial science, Dr. McDonald’s research has been cited in the Wall Street Journal and Bloomberg News. His work has included an analysis of international differences in financial markets, anomalies in asset pricing, and the role of analysts in setting securities prices.

Prior to his affiliation with Fairfield University, Dr. McDonald served as a municipal bond trader for Wachovia Securities, and has also worked for Applied Quantitative Research (AQR) conducting quantitative data mining and analysis.

Also joining the Investment Specialist Group is Casey Dylan, CIMA®, who will serve as a Senior Investment Consultant. Mr. Dylan’s primary role is to articulate the implementation of academic research into the firm’s portfolios for Symmetry’s advisors and investors.

With more than 20 years of diverse industry experience, Mr. Dylan has worked with buyers in the Institutional Middle Market as Managing Director of Institutional Sales at John Hancock, and he has also served as a Regional Vice President at Pioneer Investments. Additionally, he has worked in an advisory capacity while at the Wellesley Financial Group, and has also spent time managing back office operations for OppenheimerFunds.

Mr. Dylan holds a master’s degree in investment management from Boston University, and a B.A. in history from the University of Colorado. He completed the Certified Investment Management Analyst (CIMA) professional designation and Executive programs at The Wharton School, University of Pennsylvania, and is currently a candidate in the Chartered Financial Analyst program.

The addition of Dr. McDonald and Mr. Dylan mirror the firm’s dedication to education and academics. Symmetry’s investment in resources demonstrates a clear commitment to further their innovative, research-driven approach to helping investors reach their goals.

To find out more about Symmetry Partners and the latest additions to the team, please contact Connie Yan at 860-734-2093.

About Symmetry Partners
Symmetry Partners, LLC is an investment advisory firm registered with the Securities and Exchange Commission. Sidestepping traditional investment approaches, the Glastonbury-based investment manager instead looks toward academia and Nobel Prize-winning research as the basis for its investment strategy. Symmetry's focus on helping investors optimize return potential while mitigating risk has attracted advisors across the country who outsource investment management and back-end support functions to Symmetry. The firm has steadily attracted attention and assets since its founding in 1994 by partnering with independent financial advisors looking for a client-focused, fee-based approach. The firm specializes in offering marketing, branding, technological and operational support to advisors to help them gain visibility in their marketplace, increase efficiency and maximize productivity so that they can more effectively grow their businesses.

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Connie Yan
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