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Factor-based models

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  • Factor Allocation Model: Integrating Factor Models and Strategies into the Asset Allocation Process
    Dimitris Melas
    The Journal of Portfolio Management March 2021, 47 (5) 51-57; DOI: https://doi.org/10.3905/jpm.2021.1.220
  • The State of Play for Popular Investment Models: A Practical Assessment
    Cathy Scott
    The Journal of Portfolio Management March 2021, 47 (5) 6-7; DOI: https://doi.org/10.3905/jpm.2021.47.5.006
  • Editors’ Introduction to the Special Issue on Investment Models
    Frank J. Fabozzi and Kees Koedijk
    The Journal of Portfolio Management March 2021, 47 (5) 1-5; DOI: https://doi.org/10.3905/jpm.2021.47.5.001
  • Factor Investing with Black–Litterman–Bayes: Incorporating Factor Views and Priors in Portfolio Construction
    Petter N. Kolm and Gordon Ritter
    The Journal of Portfolio Management December 2020, 47 (2) 113-126; DOI: https://doi.org/10.3905/jpm.2020.1.196
  • Is (Systematic) Value Investing Dead?
    Ronen Israel, Kristoffer Laursen and Scott Richardson
    The Journal of Portfolio Management December 2020, 47 (2) 38-62; DOI: https://doi.org/10.3905/jpm.2020.1.194
  • Currency Conversion of Fama–French Factors: How and Why
    Maximilian Glück, Benjamin Hübel and Hendrik Scholz
    The Journal of Portfolio Management December 2020, 47 (2) 157-175; DOI: https://doi.org/10.3905/jpm.2020.1.192
  • Portfolio Optimization Using Factor Scores as Constraints—Factor Constrained Portfolio Optimization Approach
    Teo Jašić, Stoyan Stoyanov and Dubravko Štimac
    The Journal of Portfolio Management December 2020, 47 (2) 145-156; DOI: https://doi.org/10.3905/jpm.2020.1.189
  • Resurrecting the Value Premium
    David Blitz and Matthias X. Hanauer
    The Journal of Portfolio Management December 2020, 47 (2) 63-81; DOI: https://doi.org/10.3905/jpm.2020.1.188
  • Settling the Size Matter
    David Blitz and Matthias X. Hanauer
    The Journal of Portfolio Management December 2020, 47 (2) 99-112; DOI: https://doi.org/10.3905/jpm.2020.1.187
  • Waiting for the Next Factor Wave: Daily Rebalancing around Market Cycle Transitions
    Kevin Khang and Antonio Picca
    The Journal of Portfolio Management December 2020, 47 (2) 127-144; DOI: https://doi.org/10.3905/jpm.2020.47.2.127

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