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’ ...

Factor investing remains one of the most popular investing strategies this decade. Fidelity offers several factor-based equity ETFs that rely on its “three S” approach. The firm brings over five ...

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 ...