They Can’t All Be That Smart

A due diligence framework to understand the potential alignment or misalignment of the portfolio and factor through the lens of Active Share.

Price-to-Book’s Growing Blind Spot

Has P/B gradually become ineffectual in recent years? Learn how to avoid this pitfall by seeking signals from other factors instead.

Alpha or Assets?
Factor Alpha vs. Smart Beta

Read how to build investment strategies for alpha, not scale—and learn about the risks associated with putting scale before alpha.