Tag: Factor-based investing

Research August 11, 2022

Downsides of Direct Indexing: Tracking Error and Less Diversification

Research Affiliates assesses how tailoring indexes to investors’ tastes carries its own weaknesses.

Newsmakers May 13, 2019

At Morningstar: Using Factors in Fixed Income Investing Remains Difficult

Equity strategies may not stand up to the complexity of the fixed income markets.