Graphic of portfolio analysis tool

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

Build

Sync, drag and drop, or manually
View Risks

View

Assets, Accounts, Portfolios
Make Informed Changes

Compare

Any two items
Make Informed Changes

Print

Customized PDFs

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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.

App In Use

Research

Factor Research from Industry Experts

Introducingfactore

Introducing factorE

November 16, 2018 Factor Portfolio Management

An introduction to factorE as a concept, why we created it, and the purposes it can serve for financial professionals and their clients.

Caia Whitepaper Image

Exploring Dynamic Factor-Based Categorization of Alternatives (CAIA)

October 12, 2018

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

Smart Beta Schwab2

10 Things Everyone Should Know about Smart Beta (Schwab)

March 24, 2019 Whitepapers Equity Factors

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

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