Several major equity benchmark providers maintain rules-based defensive equity portfolios they call indexes – but they shouldn’t be confused with their cap-weighted counterparts. We take a closer…
In this paper, the authors explore the nature of factors, the types of factors that are important for risk management, and how these analytical tools may provide a more informed approach to…
We may have reached an inflection point in portfolio management. Fewer of the requests we get from institutions are to fill specific, narrow investment mandates. Instead, the conversations we have…
