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.
FACTOR PORTFOLIOS
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What is Factor Investing?
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.
Economic Growth
Real Rates
Inflation
Credit
Emerging Markets
Liquidity
Value
Minimum volatility
Momentum
Quality
Size
Incentive
- 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.
- Macro Factors
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Economic Growth
Exposure to the business cycleReal Rates
The risk of interest-rate movementsInflation
Exposure to changes in pricesCredit
Default risk from lending to companiesEmerging Markets
Political and sovereign risksLiquidity
Holding illiquid assets - Style Factors
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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
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