Factor investing involves buying stocks with certain characteristics, including value, momentum, size, low volatility and quality in an attempt to find winning stocks. Factor investing is an ...

The great moderation is finally coming to an end, meaning "buy and hold" portfolios could soon underperform active strategies. The Factor Investing Hub utilizes factor investment strategies to ...

Research Affliates’ Rob Arnott wasn’t a big fan of factor investing back in 2016. Almost all factors, including value, low beta, and momentum, were too expensive at the time and could lead to “a smart ...

Welcome to TrendMap, your guide to the performance of different investment segments. In this edition, we present a 10-year performance tracker of various factor-based investment strategies. The annual ...

To outsiders and those new to investing, one of the biggest barriers to the financial world is that it often seems like it has its own language. If you tune into CNBC, Bloomberg or Fox Business for ...

Factor investing is a strategy that involves targeting specific drivers of investment return across asset classes. These drivers are called factors. The roots of factor investing go back to the ...

Late last year, Marcos M. López de Prado, a hedge fund manager and professor who has pioneered machine learning in finance and who is currently global head of quantitative research and development at ...

Excels with top-tier quality and a significant earnings surprise, making it a robust choice for investors seeking financial ...

Christine Benz: Hi, I'm Christine Benz for Morningstar.com. Can investors beat the market by timing their exposure to various market segments or factors? Joining me to discuss some research on that ...

At a February exchange-traded fund conference, attendees and speakers alike wondered out loud, "What a difference a year makes." Talk of ESG, thematics and cryptocurrency had faded. Fundamentals, low ...

The Franklin India Multi-Factor Fund (FIMF), an open-ended equity scheme following a multi-factor quantitative investment ...

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 ...