Factor Theory, Factors, Alpha, and Portfolio Construction

Free GARP FRM Part II lesson in Risk Management and Investment Management. 22 min read, ~3,257 words.

Factors are pervasive sources of return that price every asset; the market is one factor, but value, size, momentum, volatility, and quality are also priced. Multifactor model:. Each is the premium on a factor-mimicking portfolio. Alpha is the residual after subtracting all factor contributions. Benchmark choice determines whether alpha is...

Read the full lesson, free →
Worked examples, audio narration, and practice. No signup to read.

What this lesson covers

Learning objectives

Browse all free FRM Part II lessons or jump into free FRM Part II practice questions.