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

Combining factors to target specific investment outcomes
The potential merits of a factor-based approach to portfolio construction.

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.

An overview of factor investing
The merits of factors as potential building blocks for portfolio construction.

Putting factors to work
Three approaches to implementing factor-based investment strategies.

How to evaluate factor-based investment strategies
Due diligence on “smart beta” strategies should be anything but passive.