Section
Factors
75 posts
Beta Plus Alpha: CIBC GAM's Blueprint for Canada's Fastest Growing ETF Shelf
Listen on The Move What happens when a late mover in Canadian ETFs builds its shelf from first…
The Portfolio That Never Has to Be Right About Which Factor Wins
A new research paper from ISS-STOXX and Columbia University's Andrew Ang arrives with a deceptively simple premise: diversification…
Faster Decisions, No Compromise: Inside BMO Insurance’s SmartDecision
BMO Insurance's Katarina Nikolic, on how SmartDecision delivers market leading real-time underwriting decisions up to $5-million, which eliminates delays and uncertainty in the decision-making process.
When Earnings Momentum and Price Momentum Finally Shake Hands
A new research paper from Dimensional Fund Advisors (Ahn et al., October 2026)1 offers one of the cleaner…
161 Years of Evidence: The Case for Factor Investing Was Already Closed
A landmark new study 1 reaching back to 1866 delivers what may be the most compelling out-of-sample test…
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
The Hidden Factor: How AI Is Rewriting the Rules of Portfolio Diversification
The River Never Runs Twice Ulrike Hoffmann-Burchardi has spent most of her professional life studying what comes next.…
Alpha Architect's Wesley Gray: The Invisible Risks Inside Every Portfolio
Listen on The Move What if the portfolio your clients think they own is actually just an…
Why ex-U.S. equities may be fertile ground for factor investing
As investors reassess opportunities across global equity markets, Portfolio Managers Benjamin Wang and Zoey Zhu explore the characteristics that may make developed markets outside the U.S. a compelling environment for a disciplined multi-factor approach.
Global Markets Navigate Conflict and Euphoria as the Bull Market Matures
Fisher Investments Institutional Group's Q2 2026 Market Perspectives Review and Outlook1 finds a bull market entering its late…
Warren Buffett's Intangible Evolution: What the Oracle's Playbook Really Reveals
Warren Buffett has long been misread. In a July 2025 paper1 from Sparkline Capital, founder and Chief Investment…
Diversification's Vindication
How 2026 is proving the skeptics wrong, one asset class at a time
KKR: The Toolkit Has to Expand
KKR's Henry McVey on what the next investing regime demands from every portfolio
The Market Has Stopped Looking Far Enough Ahead, and Schroders Sees a Generational Opening
by AdvisorAnalyst.com Editorial Team Here's a question worth sitting with: what if the biggest risk in today's market…
Value Is Not a Box. It's a Discipline.
Boston Partners argues that the growth-value divide is a classification convention, not an economic reality, and that durable returns require a three-dimensional investment process.
CAGE Is Open: Previously Out-of-Reach, This Factor-Aware Investing Model is Finally Available in Canada
by Editorial Team, AdvisorAnalyst For years, Canadian investors have been stuck with a binary choice: pay over 1%…
Quality's Moment: Why the Worst-Performing Style Factor May Be the Best Opportunity in Non-US Equities
by AdvisorAnalyst Editorial Team There is a paradox embedded in the current international equity landscape. The style factor…