Factor allocation is a new investment approach that helps professional advisors better analyze and construct portfolios. Try our new online tool to manage the factor exposure that drives a fund's performance.
“A fund’s active investment performance is determined by its asset allocation policy and how portfolios are managed – both the result of choices an investor or advisor makes. Just as asset allocation can be constructed to meet an investor’s objectives, the selection of factors can be more efficiently determined to meet these same goals.
We call this new technique factor allocation.It’s the new wave in investing.”