Model portfolios are a new generation of investment products that can help wealth advisors improve client outcomes, refocus their attention on high-value activities, and ultimately expand their ...

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, ...

Since the 2008 Global Financial Crisis, quantitative investing has undergone a quiet revolution. Once viewed with skepticism due to high-profile failures, today’s quant strategies are powered by ...

Investment advisors, asset managers, and aggregators can use to navigate shifting markets with ease Intervallum Technologies, creator of the CrestCast™ family of macro-aware US factor rotation indexes ...