Rule-Based Investing
Best of both Worlds
Traditional Active Vs Passive Vs Rule-based Investing
  Passive Traditional Active Rule-Based
Investment
Decision-Making		 No Active Investing Active Investing
(Mostly Qualitative)		 Active Investing
(Only Quantitative)
Objective Market/Index Return Generate
Outperformance		 Generate
Outperformance
Use of Factors Depends on the
Benchmark Index		 Not very Predominant Predominant
Portfolio Characteristics Same as Benchmark Different from
Benchmark		 Different from
Benchmark

Factor Investing is known by many names… Rule-based Active Investing, Quantitative Investing, Quants, Smart Beta, and Smart Alpha are a few commonly used terms

Understanding
Rule-based Investing

Factors are the parameters based on which professionals make investment decisions.

4 Main Investment Factors
Rise of Factor Investing over
Traditional Investment in Developed Markets
Performance of US
Factor Indices
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