Universes Factor Allocator

Universes

The universe defines the pool of building blocks that Factor Allocator will select from to construct the Factor Portfolios. For example, the US Large Cap Universes uses United States large cap…


Best Factor Fit BFF

Best Factor Fit

The Best Factor Fit (BFF) graph displays the factor exposures of selected uploaded or replicant portfolios specifically (does not include factor portfolios which are by definition “best factor…


Factor Playground

Using the Factor Playground

The Factor Playground is a great place to quickly and easily see how different combinations of factors performed over time. To use the Factor Playground follow the steps below. Navigate to the…


Importing Portfolios on Factor Allocator

How to Import Portfolios

Importing Portfolios is Easy to do. You can either watch the video above or follow the steps below. Navigate to the Dashboards page. From the dashboards page select "Add New" in the top-left…