Equity factor-based investing: A practitioner's guide

August 16, 2017


Equity factor-based investing is a form of active management that aims to achieve different risk-and-return objectives by explicitly tilting equity portfolios toward specific exposures using rules-based strategies. Equity factor tilts have had extended stretches of both relatively strong and relatively weak performance compared with the broad equity market.

A new Vanguard white paper, Equity factor-based investing: A practitioner's guide, can help you understand how factors can be incorporated into client portfolios. Simply download this paper to learn more about:

  • Historical outperformance of certain equity factor-based investing.
  • Construction of various factor-based investment products.
  • Effective applications for their use in portfolios, such as static tilts, active-fund substitution, and portfolio completion.

Our research can help you understand some of the most common factors addressed in the market today and how they may be used and configured to meet specific objectives and goals.

Read white paper (Logon required)


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


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