Factor-based investing: The basics

February 12, 2018


The basics of factor-based investing: Enrich your client discussions with our brief education piece

Share this piece with clients to supplement your discussions about factor-based investing. Help them identify common factors and the basis of their respective premiums. The piece also explains key features of these dynamic investment products.

Additional materials


  • All investing is subject to risk, including possible loss of principal.
  • Funds that concentrate on a relatively narrow market sector face the risk of higher share-price volatility.
  • Vanguard ETF Shares are not redeemable with the issuing Fund other than in very large aggregations worth millions of dollars. Instead, investors must buy and sell Vanguard ETF Shares in the secondary market and hold those shares in a brokerage account. In doing so, the investor may incur brokerage commissions and may pay more than net asset value when buying and receive less than net asset value when selling.

Our insights straight
to your inbox

Our insights straight to your inbox

Receive our latest Advisor's Digest
and commentary sent the
first business
morning every week.

A weekly digest of our latest research and commentary. Topics include the economy and markets, portfolio strategy, ETFs, and practice management.

Fund openings/closings, fund manager changes, dividend distributions, webinars, and other events you might want to know about.

Already registered? Log on to
manage your
email subscriptions.

Advisor's Digest

for December 17, 2018

Advisor's Digest for December 17, 2018

Advisor's Digest

for December 17, 2018