Research dating back to 1972 has persistently found that low-volatility (or low beta) stocks have systematically provided higher risk-adjusted returns than high-risk stocks. Today, many leading equity ...

Since the 2008 Global Financial Crisis, quantitative investing has undergone a quiet revolution. Once viewed with skepticism due to high-profile failures, today’s quant strategies are powered by ...

A group of our advisors attended a conference this past fall sponsored by Dimensional Fund Advisors. In his talk, “Risk Dimensions of the Market,” Eugene F. Fama reviewed the latest data on the ...

AFLG is an actively managed large-cap fund aiming to outperform the S&P 500 Index using a proprietary multi-factor model. Its expense ratio is 0.55% and AFLG has $237 million in assets. AFLG ...

Over 50% of respondents believe the current market environment makes factor investing in fixed income more attractive 41% of respondents have increased allocations to factor strategies over past 12 ...

Investment philosophy is a set of guiding principles and beliefs that shape an investor's approach to selecting and managing investments. It provides a framework for making informed decisions based on ...