The creditable H.W. Fowler described “factor” as “one of those words . . . which are so popular as thought-saving reach-me-downs that all meaning is being rubbed off them by constant use.” Fowler’s ...

Factor investing is a strategy that involves targeting specific drivers of investment return across asset classes. These drivers are called factors. The roots of factor investing go back to the ...

The two terms are often used interchangeably, but that approach overlooks important nuances. And by missing those nuances, advisors and investors could be making some costly errors by their lack of ...