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Alternatives? No Problem.

factorE is a portfolio analysis tool built to handle complex multi-asset portfolios with alternative strategies. Understand your risks and make informed changes with a single easy-to-use interface.

Introduction to factorE

Powerful. Easy.

Get useful information on your portfolios’ factor exposures, both current and historical.

load portfolio


Sync, drag and drop, or manually

View Risks


Assets, Accounts, Portfolios

Make Informed Changes


Any two items

Make Informed Changes


Customized PDFs

Free Trial

Institutional Quality at a Fraction of the Cost

Analysis tools built to handle multi-asset portfolios are tens or hundreds of thousands of dollars a year and require significant fixed investment. factorE gives you what you need without the up-front hassle or five-figure price tag.

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Factor Research from Industry Experts

Smart Beta Schwab2

10 Things Everyone Should Know about Smart Beta

March 24, 2019 Whitepapers Equity Factors

10 Things we should all know about smart beta. A great, fast read.

Caia Whitepaper Image

Exploring Dynamic Factor-Based Categorization of Alternatives

October 12, 2018

This CAIA-sponsored paper addresses the potential to use factor loadings as the basis for categorization.

Smart Beta Schwab1

Strategic Beta Strategies: An evaluation of different approaches

March 22, 2019 Whitepapers

Discusses several different types of strategic beta strategies available in the market, provides a high-level comparison of their weighting methodologies and explores biases or tilts.

View More Research