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Why Factors?

Decades of academic research overwhelmingly suggest that the variations we observe in portfolio returns are driven by a relatively small number of factors.

Optimal builds factor portfolios designed to provide systematic, risk-mitigated exposure to academically vetted factor premia, specifically the Market as well as Low-Vol, Momentum, Quality, Size and Value factors.

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Billion in assets under advisement


million AUM

Solutions for your Core and Active

OAM’s strategies are built on the conviction that for long-term investors to succeed, they need to get three construction objectives right.

Drive returns using all available factor premia.

Manage risk using systematic and scientific diversification algorithms.

Minimize friction from turnover, transaction costs, taxes and fees.

Our solutions are delivered in easily implementable SMAs.
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Learn how we can make factor investing faster, simpler & more cost-effective for you

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