In this webinar, we examine the drivers of recent market volatility and what history has taught us. We also look forward into 2019 and examine what investors should expect and where to look for opportunities. Global Beta believes it is important that investors educate themselves on the rotation of the market and not allow emotion to play a factor with their money.
This strategy takes the 100 securities with price-to-sales ratios that fall into the lowest quintile in the S&P 500.
This strategy takes the 100 securities with 12-month trailing revenue growth rates that rank in the highest quintile in the S&P 600.
This strategy takes the 100 securities with Sharpe Ratios (i.e.: risk-adjusted return) that rank in the highest quintile in the S&P 500.
This strategy rotates the Global Beta Value/Quality index, the Global Beta Growth/Momentum index, the Global Beta Low Beta index, and the Global Beta Small-Mid index tactically.
This strategy takes the 100 securities with betas that rank in the lowest quintile in the S&P 500.
This strategy rotates the Global Beta Value/Quality index, the Global Beta Growth/Momentum index, and the Global Beta Low Beta index tactically.
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A factor-based investing framework integrates factor exposure decisions into the portfolio construction process. The framework involves identifying factors and determining an appropriate allocation to the identified factors. But what are factors? Download our free eBook to learn the science behind factor based investing.
Factor investing isn't a new tactic. In fact, institutional investors have been employing factor research for decades. Many are already executing this investment strategy, whether they realize it or not. We believe, as institutional investors realize lower returns for most asset classes, their need for alpha will have many of them gravitating toward factor investing.
The investment performance of Yale’s and Harvard’s endowments has drawn interest from other endowments and investors alike, but little research has been done on non-profit endowment performance overall, despite the $700 billion in assets they collectively manage. One recent study, “Investment Returns and Distribution Policies of Non-Profit Endowment Funds"...
Factor investing is a strategy that chooses securities on attributes that are associated with higher returns. From a theoretical standpoint, Factor Investing is designed to enhance diversification, generate above-market returns and manage risk. Learn more about Factor Investing by watching our video here.