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

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.

App In Use

Research

Factor Research from Industry Experts

Introducingfactore

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.

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.

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.

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