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Factor-based models

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  • Editor’s Letter
    Brian Bruce
    The Journal of Index Investing May 2021, 11-12 (4-1) 1; DOI: https://doi.org/10.3905/jii.2021.12.1.001
  • Focused Value
    Deepika Sharma, Muling Si and Josephine Smith
    The Journal of Index Investing August 2019, 10 (2) 63-79; DOI: https://doi.org/10.3905/jii.2019.10.2.063
  • Country and Sector Bets: Should They Be Neutralized in Global Factor Portfolios?
    Jennifer Bender, Rehan Mohamed and Xiaole Sun
    The Journal of Index Investing May 2019, 10 (1) 60-74; DOI: https://doi.org/10.3905/jii.2019.1.069
  • Accentuate the Positive, Eliminate the Negative: Using Constraints to Amplify Factor-Based Indexes
    Paul Bouchey, Maximilian Lutz, Vassilii Nemtchinov and Mahesh Pritamani
    The Journal of Index Investing February 2018, 8 (4) 93-111; DOI: https://doi.org/10.3905/jii.2018.1.057
  • Stacking Blocks or Mixing Paints? Modular and Integrated Approaches to Factor Portfolio Construction
    Joe Staines, Steven (Yegang) Wu, Wei (Victor) Li and Yazann Romahi
    The Journal of Index Investing February 2018, 8 (4) 85-92; DOI: https://doi.org/10.3905/jii.2018.8.4.085
  • Smart Beta Multifactor Construction Methodology: Mixing versus Integrating
    Tzee-Man Chow, Feifei Li and Yoseop Shim
    The Journal of Index Investing February 2018, 8 (4) 47-60; DOI: https://doi.org/10.3905/jii.2018.8.4.047
  • The Curious Case of the Mid-Cap Premium
    Wei Ge
    The Journal of Index Investing February 2018, 8 (4) 22-30; DOI: https://doi.org/10.3905/jii.2018.8.4.022
  • Editor’s Letter
    Brian R. Bruce
    The Journal of Index Investing February 2018, 8 (4) 1; DOI: https://doi.org/10.3905/jii.2018.8.4.001
  • The Robustness of the Volatility Factor: Linear versus Nonlinear Factor Model
    Carmine De Franco, Massimo Guidolin and Bruno Monnier
    The Journal of Index Investing November 2017, 8 (3) 75-88; DOI: https://doi.org/10.3905/jii.2017.8.3.075
  • Leadership Matters: Crafting a Smart Beta Portfolio with a Founder-CEO Twist
    Joel M. Shulman
    The Journal of Index Investing November 2017, 8 (3) 51-74; DOI: https://doi.org/10.3905/jii.2017.8.3.051

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