A how-to guide for evaluating equity factor products

February 20, 2018


How factor strategies are constructed and implemented can lead to markedly different results in client portfolios, even for factor products with similar names or investment strategies.

So how do you choose a factor product? Thorough due diligence requires examining products through various parameters. This one-page brochure can help walk you through the process by listing the questions you need to ask and by offering tips on what to look for.


  • All investing is subject to risk, including possible loss of principal.


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