The benefits of factor investing as stand-alone strategies are well documented. Less well-known is the positive impact factor strategies can have when they are added to institutional investors’ ...

In our study of long-only value, profitability, investment, and momentum factor portfolios created between 1963 and 2020, we examine performance and related turnover. The first rebalancing method, ...

Factor investing remains one of the most popular investing strategies this decade. Fidelity offers several factor-based equity ETFs that rely on its “three S” approach. The firm brings over five ...