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18 January 2019

From Academia to Practitioner: Finding the Right Portfolio Factor Framework

In today’s complex investment world, how can investors begin to assess in a practical way, the style or factor differences between a fundamental active fund, a quantitative active fund, and a smart beta product?

For many decades, a number of methods have been used for these types of portfolio analysis and fund comparisons.

This whitepaper aims to explore, how these methods have evolved over time, where they fall short and what is truly required for effective portfolio comparisons.

Download the whitepaper now