Quick videos, white papers & webinars with featured guests from our community of users and clients.
The most frequently asked questions on the Factor tools tackled by the experts.
Subscriber to factorE? Instructions on building your own portfolios in the app!
A collection of one to three minute videos that are seminal to the understanding of the factorE tool.
Uploading a csv file or setting up an integration to load your portfolio into factorE

Conor RoodOctober 14, 2020
Why, Background, For the Portfolio Manager, For the Analyst, Strengths & Weaknesses

Conor RoodOctober 13, 2020
Dispersion within categories, appropriate peer groups/benchmarks, & measuring alpha. Exploring a new factor-based categorization framework.

Conor RoodApril 13, 2020