Global markets are made up of dozens of asset classes and millions of individual securities, making it challenging to understand what really matters for your portfolio. But, there are a few important drivers that can help explain returns across asset classes. These ‘factors’ are broad, persistent drivers of return that are critical to helping investors

There are a number of attractive mutual funds and fund managers that have performed well over both long-term and short-term horizons. All mutual funds have a stated investment mandate that specifies whether the fund will invest in large companies or small companies, and whether those companies exhibit growth or value characteristics. It is assumed that the mutual fund manager will adhere to the