Understanding Factor Investing

Our approach to investing is based on logic and empirical evidence, not emotion.


Our Unique Perspective

With a foundation of more than 60 years of academic research into the dynamics of financial markets and investor behavior, our comprehensive suite of investment solutions is based on:

 

Broad Market Diversification

We believe the capital markets are highly efficient. That is why Symmetry’s Portfolios are broadly diversified to capture the power of the markets while mitigating risk.

 

Academically-Derived Factors

Over time, we believe certain factors have been shown to deliver enhanced returns. Symmetry Partners strives to be a market leader in factor-based investing by translating academic research into sophisticated portfolios.

 

Efficient Portfolio Construction

It is one thing to develop hypothetical portfolios; it is another to make them a reality. Symmetry carefully combines multiple investment providers and solutions to access the diversification and factors we are seeking, while carefully managing costs and taxes.