Field guide to factor investing

Factor investing simplified. Here’s a quick guide on the concept. 

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Interested to learn more? See also the Infographic: Why Factor Investing on how smart investing leads to a higher return, better diversification and lower costs and read the article Making sense of factor investing.


There are several factors that can be used, but only a handful of them have the academic community’s nod. 

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Factor investing is an efficient alternative to traditional passive investing. But what are factors and how to add them to your portfolio?

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