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Why Factor Investing?

Historical drivers of returns

Factor investing seeks investment outcomes by targeting stocks with historically rewarded characteristics like value or quality.

These proven strategies have been used for decades by active managers, but are now available as tax-efficient and low-cost Factor ETFs.

Factor Investing Education

Part 1 of our Factor Series: Learn about Factor investing and how Factor ETFs fit in portfolios, and earn CE.
Part 2 in our Factor Series: We offer expert insights on how to express market views in portfolios with Factors.
Part 3 in our Factor Series: Industry leaders discuss Factor trends, myths, and the year ahead.

Factors of Success with
Idina Menzel

In music, notes provide the melody. In investing, Factors are the keys. See how both musical performers and investors make deliberate choices to drive outcomes.

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