ETF Whitepapers

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

An Overview of Factor Investing

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

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Putting factors to work

Three approaches to implementing factor-based investment strategies.

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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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