None! You just log in, build/import your portfolios, and you’re up and running!factorE currently supports…
Conor RoodOctober 14, 2020
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.
4-5 minute video case studies: Equity, Fixed Income, & Alternative Investment Analysis Live!
1-2 minute videos & informative articles on the many features
Subscriber to factorE? Instructions on building your own portfolios in the app!
Full webinar replays of factorE in action. Hear from our team as well as guests from our user community.
What is the private asset feature? Introduction to the private asset library, sharing/permissions, updating, etc.
Conor RoodOctober 14, 2020
Edit your portfolio by adding or removing accounts, adding assets, creating custom assets, and more.
Conor RoodOctober 14, 2020
Uploading a csv file or setting up an integration to load your portfolio into factorE
Conor RoodOctober 14, 2020
Launch of factorE v1.0: Black Diamond Integration, Multi-Account Portfolio Analysis, Proxy Assets
Conor RoodOctober 14, 2020
Smart beta vs. factor investing, factor definitions & smart beta performance.
Conor RoodOctober 13, 2020
Differences between a market cap, fundamental & active strategy. Additional FANG weighting comparison.
Conor RoodOctober 13, 2020
