Defined Contribution

A New Word order

Words to use and toxic words to avoid when communicating with participants

Read whitepaper
New Word Order

Expert practitioners in factor science

Factor investing can help institutions drive more precise investment and asset allocation decisions in an attempt to optimize a truly diversified portfolio, targeting a specific risk/return objective.

Download study

Invesco global factor investing study

We explore the growth of factor investing via in-depth, face-to-face interviews with institutional investors.

Download study

Bernhard Langer
Over several decades, factor investing has evolved from an academic concept to a strategic initiative.

Factor investing: An introduction

We explore the concept of factor investing, describe its history and highlight popular factors.

Download study

Building balanced factor portfolios

A guide to build a factor portfolio of value and momentum that outperforms market benchmarks.

Download study

Twitter | View Twitter feed

Confused by DC acronyms? Our expert explains how to go from “IDK” to “A-OK.” Read his blog now:……

1 hour ago

RT @KristinaHooper: The world waits for historic normalization plan to begin. Will announcement come this week? #WeeklyMarketReview

2 hours ago

RT @KristinaHooper: Fed normalization: Will it start this week? I look ahead to this week’s FOMC meeting in #WeeklyMarketReview:…

1 day ago

Blog | View blog

Examining sector and factor performance in the third quarter of 2016

The high beta, value and size factors outperformed the broad-market S&P 500 Index by a sizeable margin during the third quarter. The S&P 500 Index rose a healthy 3.85%, but 14 smart beta strategies and two smaller-cap indices all outperformed the broader market.