Factor Investing

August 2017

Factor investing has gained in popularity in recent years due to the availability of factor products. We believe there are several practical ways in which investors can make use of the expanding set of factor strategies. Specifically, we believe factors can be used in two ways: 1) top-down asset allocation portfolio construction and 2) bottom-up manager/strategy selection. The attached Insights seeks to define factor investing and provide a framework which investors can use to incorporate factor strategies into portfolios.


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