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’ ...

Thus far only the top 20 stocks selected for the month of June are performing better than SPY. This strategy has been more volatile and I believe it will outperform during months where market returns ...

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 ...

OAKS, Pa., Aug. 6, 2024 /PRNewswire/ -- SEI® (NASDAQ: SEIC) today announced a range of additional investment strategies to its Separately Managed Account (SMA) and Unified Managed Account (UMA) ...

As we consider the role factors can play in helping to diversify our investment portfolios, investors can turn to smart beta or factor-based exchange traded fund strategies to better navigate through ...

SEI Investments has officially jumped on the ETF bandwagon with a suite of four funds that began trading Wednesday. The large-cap, factor-based strategies are designed to support goals-based wealth ...

In a first for The Vanguard Group, the asset management giant is closing a U.S.-listed fund, marking the quiet end to the $44 million Vanguard U.S. Liquidity Factor ETF (VFLQ). Vanguard declined to ...

After years in the shadows, quantitative equity investing is having a standout year in 2025. A wide range of factor-based and machine-learning models are outperforming as global markets navigate ...

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 ...