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Carrying on Through a Crisis, with Factors
Jan 13, 2021 Andrew DeMond, Manuel Rueda
Factors in Focus: Val-come Back! Shifting Factors as the Cycle Turns
Jan 6, 2021 Hitendra D Varsani, Waman VirgaonkarIn this two-year-anniversary edition of Factors in Focus, we reflect on the historical relationships between factor returns and macro cycles, which have provided useful information for investors looking to take an active stance on factor exposures based on their outlook.

The Doctor Is Making House Calls: Capturing Exposure to Telehealth
Dec 16, 2020 Manuel Rueda, Gaurav TrivediTelehealth has the potential to reduce inequalities in access to care as well as relieve strain on health systems. We tested an approach that combines natural-language processing and MSCI ESG Ratings screens.

2021 ESG Trends to Watch
Dec 7, 2020 LEE Linda-Eling, EASTMAN Meggin Thwing, KLUG PHILIPP ArneClimate. ESG bubbles. Disclosure. Social inequality. Biodiversity. The topics don’t get much bigger — or more systemic. Here’s our analysis of the five ESG trends that will matter most to companies and their investors in 2021.

Investor Reaction to US Elections and COVID-Vaccine Progress
Nov 18, 2020 Dimitris Melas, David Lunsford, Andy SparksTo gauge investor expectations after Joe Biden was declared winner of the U.S. election and good news broke about COVID vaccines, we surveyed 151 U.S.-based financial advisers. We examine the advisers’ views on the next 12 months and markets’ reaction since Election Day.

Did Size Matter for Small-Cap Outperformance?
Nov 16, 2020 Roman KouzmenkoGood vaccine news on Nov. 9 drove unusual equity-index and factor returns, including in small caps. The MSCI USA Small Cap Index returned 3.03% that day vs. 0.82% for the MSCI USA Index. Was this due to the size factor, or was there a bigger story?

Are Momentum’s Wings Finally Starting to Melt?
Nov 13, 2020 George Bonne, Jun WangPositive vaccine news on Nov. 9 caused big moves in industry and style factors. Those hit hardest this year jumped, while previous high performers slumped. Did this mark new factors leadership and a long-awaited rotation from momentum to value?

How Portfolio-Weighting Schemes Affected Factor Exposures
Oct 15, 2020 Abhishek Gupta, Ashish Lodh, Subhajit BarmanThe FaCS report
The FaCS report
The FaCS report allows investors to understand what is driving their investments and help them build better portfolios. In this report, we help investors compare point in time and historical factor exposures (10+ years) of 8,000+ Stocks, 11,000+ Mutual Funds and 1,500+ ETFs
MSCI FaCS
MSCI FaCS
Introducing a common language for factors that aims to increase transparency and investors’ understanding of equity portfolios.
Factor investing webinar series
Factor investing webinar series
Factor investing continues to evolve. Our quarterly webinar series keeps you up-to-date on our latest research about the elements of performance.
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