FACTOR PORTFOLIOS

Solutions for low-cost diversification

What is Factor Investing?

Factor investing is an investment approach that involves targeting specific drivers of return across asset classes. There are two main types of factors: macroeconomic and style. Investing in factors can help improve portfolio outcomes, reduce volatility and enhance diversification.

We manage over 100 core accounts, each one is intentionally designed to meet strict criteria. Factor Portfolios are comprised of one or more core accounts. Collectively, they can create a balanced portfolio, or one that is highly-focused on a specific sector, industry, region, or other factors.

Global Advisers Investment Services

Interested in our services? Speak with a financial professional.

800-832-8514


Ext — 1219


Monday – Friday 8 a.m. to 8 p.m.
Saturday 10 a.m. to 4 p.m.
Eastern time

Economic Growth

Exposure to the business cycle

Real Rates

The risk of interest-rate movements

Inflation

Exposure to changes in prices

Credit

Default risk from lending to companies

Emerging Markets

Political and sovereign risks

Liquidity

Holding illiquid assets

Value

Stocks discounted relative to their fundamentals

Minimum volatility

Stable, lower-risk stocks

Momentum

Stocks with upward price trends

Quality

Financially healthy companies

Size

Smaller, high-growth companies

Incentive

Income incentive to hold riskier securities

Get Started

Learn more about our iCore Factor accounts.
Overview

What is Factor Investing?

Factor investing is an investment approach that involves targeting specific drivers of return across asset classes. There are two main types of factors: macroeconomic and style. Investing in factors can help improve portfolio outcomes, reduce volatility and enhance diversification.

We manage over 100 core accounts, each one is intentionally designed to meet strict criteria. Factor Portfolios are comprised of one or more core accounts. Collectively, they can create a balanced portfolio, or one that is highly-focused on a specific sector, industry, region, or other factors.

Global Advisers Investment Services

Interested in our services? Speak with a financial professional.

800-832-8514


Ext — 1219


Monday – Friday 8 a.m. to 8 p.m.
Saturday 10 a.m. to 4 p.m.
Eastern time
Macro Factors

Economic Growth

Exposure to the business cycle

Real Rates

The risk of interest-rate movements

Inflation

Exposure to changes in prices

Credit

Default risk from lending to companies

Emerging Markets

Political and sovereign risks

Liquidity

Holding illiquid assets
Style Factors

Value

Stocks discounted relative to their fundamentals

Minimum volatility

Stable, lower-risk stocks

Momentum

Stocks with upward price trends

Quality

Financially healthy companies

Size

Smaller, high-growth companies

Incentive

Income incentive to hold riskier securities
Get Started

Get Started

Learn more about our iCore Factor accounts.