ETF Whitepapers

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

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

Portfolio ideas to navigate through volatile markets.

Read the paper pdf

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)  pdf

Combining factors to target specific investment outcomes

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

Read the paper pdf

將多個因素組合起來實現特定的投資結果 (Chinese version) pdf

An overview of factor investing

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

Read the paper pdf

因素投資概覽 (Chinese version) pdf

Putting factors to work

Three approaches to implementing factor-based investment strategies.

Read the paper pdf

充分發揮因素的作用 (Chinese version) pdf

How to evaluate factor-based investment strategies

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

Read the paper pdf

如何評估基於因素的投資策略 (Chinese version) pdf

Read a fund’s or pool’s prospectus or offering memorandum and speak to an advisor before investing. Read our privacy policy. By using or logging in to this website, you consent to the use of cookies as described in our privacy policy.

This site is for persons in Canada only. Mutual funds and ETFs sponsored by Fidelity Investments Canada ULC are only qualified for sale in the provinces and territories of Canada.


Close Search