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ETF Whitepapers

Explore the world of factor-based investing and gain insights from some of Fidelity’s expert quantitative analysts and researchers.

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High-quality ETFs: Positive outlook as we gradually shift to the late cycle

Thought leadership white paper on Fidelity high-quality ETFs and the positive outlook as we gradually shift to the late cycle.

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Combining factors to target specific investment outcomes

The potential merits of a factor-based approach to portfolio construction.

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組合多項因素以實現特定投資結果 (Chinese version)

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Impact of rebalancing in a multi-asset portfolio

Explore key benefits and considerations for investors on the impact of rebalancing in a multi-asset portfolio and implications on portfolio returns and risk.

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多資產投資組合的再平衡影響 (Chinese version)

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Factor behaviours during corrections and
recoveries: Portfolio ideas to navigate through volatile markets

Portfolio ideas to navigate through volatile markets.

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修正與復甦期間的因素表現: 駕馭波動市場的投資組合構想 (Chinese version)

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An overview of factor investing

The merits of factors as potential building blocks for portfolio construction.

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因素投資概覽 (Chinese version)

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Putting factors to work

Three approaches to implementing factor-based investment strategies.

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充分發揮因素的作用 (Chinese version)

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How to evaluate factor-based investment strategies

Due diligence on “smart beta” strategies should be anything but passive.

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如何評估基於因素的投資策略 (Chinese version)

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