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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.

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Build

Sync, drag and drop, or manually
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Assets, Accounts, Portfolios
Make Informed Changes

Compare

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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.

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Research

Factor Research from Industry Experts

Ff Five Factor

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.

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.

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