The benefits of factor investing as stand-alone strategies are well documented. Less well-known is the positive impact factor strategies can have when they are added to institutional investors’ ...

As investors gain experience with factor investing, usage of these strategies through exchange traded funds and other financial instruments has increased. Yet, many of these factor adopters still have ...

Cap-weighted benchmarks incorporate no explicit objective to capture exposure to those risk factors that have been documented in the academic literature to offer a long-term reward. Deviations from ...

Betting on different parts of the market is tricky business. That’s one takeaway from a “Periodic Table” of calendar-year returns for Morningstar Factor Indexes.* In any given year, a different group ...

After years in the shadows, quantitative equity investing is having a standout year in 2025. A wide range of factor-based and machine-learning models are outperforming as global markets navigate ...

Factor-based investing has gained traction in India as investors seek systematic strategies to navigate different market cycles. It bridges the gap between passive and active investing, combining the ...