*Source: MSCI. Based on the historical returns of inexpensive stocks, financially healthy firms, trending stocks and relatively smaller companies.
**For financial professionals only
Factors are the foundation of all portfolios—the broad, persistent forces that have driven returns of stocks, bonds and other assets.
Understanding how factors work can help you capture their potential for excess return and reduced risk, just as leading institutional investors and active fund managers have done for decades.
Smart beta strategies are an efficient, low-cost way to access factors, which have the potential to enhance returns and reduce risk.
What outcome are you looking to achieve?