Factor-based investing has gained traction in India as investors seek systematic strategies to navigate different market cycles. It bridges the gap between passive and active investing, combining the ...

As investors gain experience with factor investing, usage of these strategies through exchange traded funds and other financial instruments has increased. Yet, many of these factor adopters still have ...

I've always found factor investing interesting, even though candidly it has largely disappointed despite all kinds of academic research that supports it. Momentum, quality, and value all have ...

Below is Validea's guru fundamental report for CME GROUP INC (CME). Of the 22 guru strategies we follow, CME rates highest using our Multi-Factor Investor model based on the published strategy of Pim ...

The iShares MSCI USA Quality Factor ETF largely reflects the S&P 500's performance, offering only minor deviations via quality screens on ROE, leverage, and earnings volatility. QUAL's sector and top ...

What trends do you see shaping the Wealth and Asset Management industry? We see three. The first is the continued growth of ...

Your mutual funds may be diversified across asset classes and market cap, but many investors ignore a crucial third layer – ...

Crowdedness denotes a scenario in which investors collectively and simultaneously acquire significant volumes of the same assets. The behavior might signal collective wisdom by sophisticated ...

Betting on different parts of the market is tricky business. That’s one takeaway from a “Periodic Table” of calendar-year returns for Morningstar Factor Indexes.* In any given year, a different group ...