Viewpoints about Multifactor Investing
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Multifactor ETFs: focus on portfolio construction, not factor timing
We believe multifactor ETFs are best used as strategic portfolio construction tools for long-term investors.
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Discipline in volatile markets is key for multifactor ETF investors
For investors in multifactor ETFs, we believe it’s important to maintain a long-term and consistent focus in volatile markets.
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An ETF investing checklist for volatile markets
ETF investors can better navigate volatile markets by keeping a few basic principles in mind, including resisting the urge to panic-sell.
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As ETFs continue to grow, know what you own
When it comes to exchange-traded funds, it’s always a good idea to know what you own. Here are the basic types of ETFs investors can choose from.
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Understanding the performance of small-cap stocks
Do small caps offer a reliable premium over large caps? Lukas Smart of Dimensional Fund Advisors takes a closer look at small-cap returns since the 1920s.
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A multifactor ETF approach to sector investing
A multifactor ETF approach for sectors may make sense for long holding periods and for investors who want to avoid overconcentration in individual stocks.
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What do ETF investors really get with equal-weight investing strategies?
Equal-weight investing strategies for investing in stocks are often promoted as “smart beta” and a way to diversify, but is that really the case?
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Are dividend growth ETFs just quality ETFs by another name?
Dividend growth ETFs may simply push investors into companies that score higher on the quality factor.
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Getting started in multifactor ETF due diligence
Multifactor ETF due diligence involves a combination of techniques used to evaluate active managers and passive index-based ETFs.
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Momentum investing: fad or bona fide factor?
Momentum strategies have gained favor with some investors in recent years, but the question remains whether stock price changes alone represent a meaningful factor that’s a sound basis for investment.
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