Fundamental Factor qualifer

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Small cap Factors Asset allocation Fundamental Factor qualifer Strategic allocation Whitepaper
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Factors to consider when allocating to US small-cap stocks

From avoiding "junk" to holding on to "graduates," members of our Fundamental Factor Team share their research insights on the pursuit of alpha in the small-cap space.

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Multiple authors

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18 min
Whitepaper
2026-05-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1029831244
Liability-driven investing Asset allocation Equity Private pension (DB) iStrat Multi-Asset qualifier Fundamental Factor qualifer Factor solutions Multi-asset Strategic allocation Factors iStrat program Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Using defensive equities in a return-seeking portfolio: A factor framework for corporate plans

Members of our LDI and Fundamental Factor teams share their views on defensive equity investments, including their role in a plan's portfolio and the current environment for defensive factors.

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By

Tom Simon, CFA, FRM

Amy Trainor, FSA

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Article
2025-03-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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