Factor Allocator™ is a free web-based app that helps you understand your portfolios’ factor exposures and empowers you to do something about it.

The powerful analytics behind Factor Allocator™ build on years of academic research supporting the historical power of factor investing.

Now you can build and analyze simulated portfolios using S&P Factor Indices. Using historical index data, discover how individual factors can behave together and in different market conditions to meet specific performance goals.

Factor Playground

Build factor portfolios using Factor Playground


Find index-based alternatives to funds or managers

Sign up for Factor Allocator™

Register for Factor Allocator™ using the form.

Factor Allocator™ is only available to investment professionals.

Once you have registered you will receive an email and will be redirected to the website for login.