Target date funds require modernization, as their 'set it and forget it' approach limits participant engagement and may ...

Inverse residual variance (IRV) weighting reduces noise and improves factor performance. Country and industry betas replace dummy variables for deeper, more accurate risk insight. PCA shrinkage ...

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 ...

Below is Validea's guru fundamental report for AGNC INVESTMENT CORP (AGNC). Of the 22 guru strategies we follow, AGNC rates highest using our Multi-Factor Investor model based on the published ...

Investment word of the day: An investment approach that chooses securities based on specific characteristics that determine risk and return is known as factor investing. It aims to boost returns, ...

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 ...

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 ...