Research
Factor Research from Industry Experts

Fama/French Five-Factor Equity Model
April 22, 2019 Size Value Equity Factors Defensive
In 2014, Eugene Fama and Ken French released a paper that addresses factors uncovered in their original research from 20 years prior: Investment and Operating Profitability. Momentum and Low Volatility, two common risk factors for many practitioners today, were left out of the equation. Read their paper and see the results from 50 years of test data.

Introducing factorE
March 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.

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.
