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Factor-based models

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  • Tilted and Anti-Tilted Portfolios: A Coherent Framework for Advanced Beta Portfolio Construction
    Jennifer Bender and Taie Wang
    The Journal of Index Investing May 2015, 6 (1) 51-64; DOI: https://doi.org/10.3905/jii.2015.6.1.051
  • Practical Considerations for Factor-Based Asset Allocation
    Daniel Ung and Xiaowei Kang
    The Journal of Index Investing February 2015, 5 (4) 33-47; DOI: https://doi.org/10.3905/jii.2015.5.4.033
  • Smart Beta 2.0
    Noël Amenc and Felix Goltz
    The Journal of Index Investing November 2013, 4 (3) 15-23; DOI: https://doi.org/10.3905/jii.2013.4.3.015
  • European Indexes and the Four-Factor Model
    Bruce A. Costa, Keith Jakob and Lee Tangedahl
    The Journal of Index Investing May 2013, 4 (1) 82-89; DOI: https://doi.org/10.3905/jii.2013.4.1.082
  • Factor Risk Model and Portfolio Construction with a Focus
    on Surplus Risk
    Chunlan Wang, Elaine Su, Dmitry Pevzner and Artan Ajazaj
    The Journal of Index Investing May 2013, 4 (1) 62-69; DOI: https://doi.org/10.3905/jii.2013.4.1.062
  • Passive Implementation of Factor Diversification Strategies
    Khalid (Kal) Ghayur, Ronan Heaney and Stephen Platt
    The Journal of Index Investing May 2013, 4 (1) 52-61; DOI: https://doi.org/10.3905/jii.2013.4.1.052
  • Editor’s Letter
    Brian R. Bruce
    The Journal of Index Investing May 2013, 4 (1) 2; DOI: https://doi.org/10.3905/jii.2013.4.1.002
  • An Investment Strategy in Active ETFs
    Sharon Garyn-Tal
    The Journal of Index Investing May 2013, 4 (1) 12-22; DOI: https://doi.org/10.3905/jii.2013.4.1.012
  • An Investor’s Low Volatility Strategy
    Li-Lan Kuo and Feifei Li
    The Journal of Index Investing February 2013, 3 (4) 8-22; DOI: https://doi.org/10.3905/jii.2013.3.4.008
  • Better Beta Explained: Demystifying Alternative Equity
    Index Strategies
    Robert D. Arnott
    The Journal of Index Investing May 2011, 2 (1) 51-58; DOI: https://doi.org/10.3905/jii.2011.2.1.051

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