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Factors Work

Decades of academic research overwhelmingly suggest that the variations we observe in portfolio returns are dominated by a relatively small number of factors

OAM/Optimal builds factor portfolios designed to provide systematic exposure to academically vetted factors, specifically the Market as well as Low-Vol, Momentum, Quality, Size and Value factors

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Billion in assets under advisement


million AUM

Solutions for your Core and Active

OAM’s strategies are built on the conviction that investors are most likely to succeed when they get three construction objectives right.

Construct factor portfolios systematically with scientific diversification in mind

Access all the available factor premia and their benefits by diversifying across factors.

Minimize frictional costs including turnover, transaction costs, taxes and fees

Our solutions are delivered in easily implementable SMAs.
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Learn how we can make factor investing faster, simpler & more cost-effective for you

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