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With factorE, financial professionals can easily and efficiently demonstrate why changes are made to a portfolio and how the changes may help clients in achieving their financial goals.

  • Show clients the risk factors in their portfolios through easy-to-understand graphic representations
  • Evaluate the exposures of alternative strategies in one simple interface
  • Design highly customized alternative allocations with confidence
  • Perform scenario analysis by stress testing a portfolio in various economic conditions
  • More effectively incorporate investments with short track records by simulating performance using their factor exposures
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Frequently Asked Questions:

What kind of setup is involved?

None! You just log in, build/import your portfolios, and you’re up and running!

Are there any training videos I can watch?

Of course! We have a library of videos you can access here.

What assets can factorE analyze?

factorE supports the entire US traded investment universe of stocks, mutual funds, ETFs, closed-end funds, and BDCs. Of particular note, this tool can effectively handle alternative strategies such as long-short equity or managed futures in ways most other tools can’t.

Where do you get your factors?

Some of the factors are well known or commonly understood (e.g. equity, duration). Some other factors (e.g. value, carry, momentum) have been constructed leveraging quantitative teams from seven of the largest investment banks. These investment banks manage tens of billions of dollars in their “risk premia” suites for some of the largest institutions in the world.

I have {insert smart beta funds}. Why doesn’t my portfolio have exposure to those factors?

Factor exposures can cancel each other out. That is one of the most important aspects of this tool. It is one thing to use smart beta funds... and another thing entirely building a portfolio that has appropriate factor tilts!

What is the “best” factor radar?

factorE doesn’t have an agenda and there is no “best” radar. Instead, this tool only shows the user what risks it sees in a portfolio. It is up to the user to decide if that factor radar is “good” or “bad.