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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.

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Powerful. Easy.

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

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Load Your Portfolio

Load your portfolio of mutual funds, ETFs and individual stocks

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View Risks

Dig into your factor exposures to uncover hidden risks

Make Informed Changes

Make Informed Changes

Compare before-and-after portfolios using scenario analysis and traditional charts

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

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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.


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.


Measuring Factor Exposures: Uses and Abuses (JAI)

March 16, 2018 Size Value Equity Factors Factor Research Momentum

This piece provides a brief history of factors, and details the academic literature surrounding factors observed across the equity markets.

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