Low-Volatility Investing: Revisiting Proven Solutions
July 31, 2018

From Anomaly to Strategy: A Brief History of Factor Investing

What we now commonly refer to as factors is the result of decades of academic studies on ways investors can achieve above-market returns without any fundamental stock analysis but rather via a strategic tilt toward certain characteristics. It's an idea that has radically changed the traditional investing landscape—but it's not without controversy.

In this paper we look at the major milestones in factor-investing history.

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Martha Strebinger, CFA

Investment Strategist (emeritus)



Martha Strebinger, CFA