Factor Allocator Newsfeed

2017 Year End Factor Model Report

Monty's year-end wrap up of Factor Performance was released last month, and if you missed it, you can access the full report here The tl;dr version is: Factor portfolio returns dispersion is very…


Universes Factor Allocator

Q3 Factor Model Report

Momentum maintained its status as the strongest individual factor among the Optimal suite of factors for the third quarter of 2017. Optimal Portfolio Manager, Monty Joshi, highlights this in his Q3…


Optimal at the 6th Annual ETF Conference

The growth of factor investing in the institutional investor space continues. Optimal Asset Management recently returned from a great trip to Toronto and Montreal. Our CEO, Vijay Vaidyanathan, spoke…


Investment Waves

The Great Wave of Kanagawa is Hokusai’s most famous work, one of the Thirty Six Views of Mount Fuji. It depicts an enormous wave threatening boats off the coast of the prefecture of Kanagawa. The…