Export Options:
Fundamental
Factor Investing
Tilting portfolios toward traits like value, momentum, size, quality, low vol
Definition
Factor investing targets specific return drivers (factors) like value, momentum, quality, size, and low volatility. It goes beyond market-cap weighting to systematically harvest factor premiums based on academic research.
Related Topics
#smart beta
#factor premiums
#systematic investing
#alternative weighting
Quick Actions
Related Terms
Category: Fundamental
Fundamental analysis examines a company's financial health, management quality, and market position to determine intrinsic value.
View all Fundamental terms →