As the high fees and underperformance of active funds have directed a lot of money toward passive strategies, many have predicted the death of active management. But factor investing is spurring a ...

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 ...

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 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 ...

Data Crunch: Factor investing has attracted a lot of attention from the UK pensions industry. Defined benefit schemes have seen factors as a way to diversify their growth assets and achieve greater ...

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 ...

SEI Investments has officially jumped on the ETF bandwagon with a suite of four funds that began trading Wednesday. The large-cap, factor-based strategies are designed to support goals-based wealth ...

At a recent seminar where I was a speaker, I was asked whether I felt Factor Investing is here to stay. Before sharing my response at the conclusion of this column, let us first take a deep dive into ...

Serial dependence in returns impacts optimal portfolio allocations, challenging the IID assumption in traditional portfolio construction methods like mean variance optimization. Over longer investment ...

IndexIQ on Tuesday announced the launch of the IQ Chaikin U.S. Small Cap ETF (CSML), which tracks the Nasdaq Chaikin Power U.S. Small Cap Index that leverages the Chaikin Power Gauge (CPG) methodology ...