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