Research dating back to 1972 has persistently found that low-volatility (or low beta) stocks have systematically provided higher risk-adjusted returns than high-risk stocks. Today, many leading equity ...

Investment word of the day: An investment approach that chooses securities based on specific characteristics that determine risk and return is known as factor investing. It aims to boost returns, ...

At a recent seminar where I was a speaker, I was asked whether I felt Factor Investing is here to stay. Before sharing my response at the conclusion of this column, let us first take a deep dive into ...

Quantitative finance continues to debate the reliability and limits of model-driven investment strategies. Read more here.

NEW YORK – Tuesday December 2, 2025 – Bloomberg today announced that Marshall Wace, a leading global liquid alternatives manager with $70BN+ in assets, has adopted Bloomberg’s Multi-Asset Class ...

Over 50% of respondents believe the current market environment makes factor investing in fixed income more attractive 41% of respondents have increased allocations to factor strategies over past 12 ...

Most ETFs make a single bet and hold it. A value fund stays value even when value is getting crushed. iShares U.S. Equity Factor Rotation Active ETF (NYSEARCA:DYNF) takes a different approach: it ...