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Posts Tagged ‘Tilt Strategy’

Unintended Consequences in the Creation of Index Portfolios. Tilt Strategy Drawbacks and Solutions

April 23, 2025
Unintended Consequences in the Creation of Index Portfolios Tilt Strategy Drawbacks and Solutions

Read the full insight below or download the PDF version here.   Overview Investors are often attracted to portfolio strategies known as ‘factor tilts,’ which intentionally focus on stocks with specific characteristics, such as low volatility, high growth, or strong momentum, in pursuit of enhanced returns or to control risk. However, the simplicity of these…

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