Continuing Education

These papers are designed to help the curious investor do a deeper dive into various topics. Please contact us if you have additional subjects you would like to see addressed.

Understanding ETFs (pdf)

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Factor Indexing (pdf)

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The Market Factor (pdf)

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The Value Factor (pdf)

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The Momentum Factor (pdf)

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The Size Factor (pdf)

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The Quality Factor (pdf)

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The Low Volatility Factor (pdf)

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Why Low Volatility Works (pdf)

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What Sets Metric Apart? (pdf)

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