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’ ...

Thus far only the top 20 stocks selected for the month of June are performing better than SPY. This strategy has been more volatile and I believe it will outperform during months where market returns ...

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 ...

Factors that outperform over time are also prone to extended periods of underperformance, which are difficult to time. For investors seeking exposure to factor risk premia but with greater ...

OAKS, Pa., Aug. 6, 2024 /PRNewswire/ -- SEI® (NASDAQ: SEIC) today announced a range of additional investment strategies to its Separately Managed Account (SMA) and Unified Managed Account (UMA) ...

Investors do not need to feel constrained by establishing an appropriate asset allocation strategy and staying invested in the markets. While the ongoing volatility can unnerve markets, pushing some ...

After years in the shadows, quantitative equity investing is having a standout year in 2025. A wide range of factor-based and machine-learning models are outperforming as global markets navigate ...

In a first for The Vanguard Group, the asset management giant is closing a U.S.-listed fund, marking the quiet end to the $44 million Vanguard U.S. Liquidity Factor ETF (VFLQ). Vanguard declined to ...