The benefits of factor investing as stand-alone strategies are well documented. Less well-known is the positive impact factor strategies can have when they are added to institutional investors’ ...

Cap-weighted benchmarks incorporate no explicit objective to capture exposure to those risk factors that have been documented in the academic literature to offer a long-term reward. Deviations from ...

Factor investing can make it possible to target specific market attributes, which may help mitigate risk, particularly in unsteady markets. In the upcoming webcast, Can Factor-Based Strategies Help ...

Investors can consider a dynamic factor-based exchange traded fund strategy to alternate between S&P 500 investment factors in response to market changes. In the recent webcast, Take Advantage of ...

As investors gain experience with factor investing, usage of these strategies through exchange traded funds and other financial instruments has increased. Yet, many of these factor adopters still have ...

In the world of factor investing, industry tilts are often an afterthought. Factor investment strategies systematically target stocks with characteristics that have historically been associated with ...

As of December 2025, the Morningstar US Value Index is trading at a roughly 6% to 7% discount to its fair value. That’s a stark contrast to mega-cap tech stocks, which carry rich valuations that many ...

Academic finance has uncovered powerful insights, from the efficient-market hypothesis to the Fama-French five-factor model. Unlike proprietary trading algorithms, these breakthroughs are published ...