Factor Theory, Factors, Alpha, and Portfolio Construction

Free GARP FRM Part II lesson in Risk Management and Investment Management. 22 min read, ~3,296 words.

Factors are pervasive sources of return that price every asset; the market is one factor, alongside priced value, size, momentum, low-volatility, and quality. Multifactor model:, where each is the premium on a factor-mimicking portfolio. Factor premiums are not alpha: alpha is the residual after subtracting every factor contribution, so a...

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