Skip to content

What do you call fundamental investors who leverage factors?

Proactive and prepared. Factors are investment characteristics that help explain the risk and/or return behavior of a stock or any asset. Factors represent some of the most intuitive, widely used and historically relevant investment concepts including Value, Momentum, Quality, Volatility, Leverage, size, etc. Today factors are increasingly being utilized in security selection across the investment community.


 

Get clarity with EDS and MSCI

We teamed up with MSCI, the industry leader in Factor Analysis, to help fundamental investors use factors more efficiently and effectively in their daily lives — and they are easy and affordable to integrate into your process. Our goal is to provide timely insight and interpretations of specific factors and what they may indicate about the current or future market environment — to put market performance into context and provide a format that clarifies real decision making.

Send an email to subscribe: sales@equitydatascience.com


 

Subscribe to our newsletters

Factors in Focus Newsletter Archive

October 2021 – Return of Inflation

September 2021 – The Yield Question

August 2021 – Summer shifts as COVID sets in

July 2021 – Growth Reemerges

June 2021 – Value Run & Momentum Changes its Skin

May 10, 2021 – Inflation Quake and Thematic Drop – A Factor View

March 17, 2021 – Markets Calm…..For Now

March 10, 2021 – Continued Disruption

February 24, 2021 – Disruption and Pandemic Make Way for Reality

February 8, 2021 – Short Squeeze Dissipate, Risk On

February 3, 2021 – Short Interest & Other Factors

December 14, 2020 – Momentum & Sentiment Behavior in the Rally

November 2020 – Monthly Review

November 22, 2020 – Rotations Persist into Thanksgiving

November 16, 2020 – Vaccine Optimism Crashes Momentum and Drives Value Rotation

November 10, 2020 – Momentum Sell-Off – What is Next

November 6, 2020 – Post Election Snap-back

October 2020 – October 2020 Review

October 26, 2020 – Markets Dazed & Confused

October 12, 2020 – Markets Cautious, but Optimistic

October 5, 2020 – Market Consolidation Despite COVID Spike

September 28, 2020 – Risk Off Mentality Embed Last Week

September 22, 2020 – Monday’s Sell-Off – What is Safe

September 15, 2020 – Labor Day Directionless

September 9, 2020 – Late Summer Sell-Off

August 17, 2020 – All Quiet on the Factor Front

August 12, 2020 – Monday’s Late Day Sell-Off. Something Bigger?

August 10, 2020 – Market Breadth & Shifting Winners

August 3, 2020 – Factor Winners Take All

July 27, 2020 – Earnings Quality Pops!

July 20, 2020 – Momentum & Beta, Earnings Yield Jumps!

July 15, 2020 – Mid-Week: Beta and Momentum Tug-of-War

July 13, 2020 – Shift in Factors or More of the Same

July  6, 2020 – Momentum Swings, Value Churns & Profitability at a Premium

Request A Demo Form

We use cookies to offer you a better experience. By browsing our site, you agree to our use of cookies. Click here to read our Privacy Policy.