Factor Investing For Dummies 1st Edition

Factor Investing For Dummies, 1st Edition by James Maendel and Paul Mladjenovic is a clear, practical guide that demystifies factor-based investing for beginners and experienced investors alike. If you want to harness the power of value, momentum, size, quality and volatility factors to build smarter portfolios across global markets, this book puts proven strategies within reach.

Start with an accessible overview of what factors are and why they matter in today’s US, UK, European and Asia-Pacific markets. The authors translate quantitative concepts into everyday language, showing how factor tilts can enhance returns, reduce risk and complement passive and active approaches. Real-world examples and actionable frameworks explain portfolio construction, backtesting basics, implementation considerations and risk management—without requiring advanced math.

Whether you manage personal wealth, advise clients, or seek to understand smart-beta and systematic investing, this edition delivers practical tools: clear checklists, decision-making guidance and portfolio scenarios that help you apply factor ideas to equities, ETFs and multi-asset portfolios. It also highlights common pitfalls and how to avoid factor crowding and overfitting.

Practical, up-to-date and globally relevant, Factor Investing For Dummies equips you to make informed decisions and confidently incorporate factor strategies into your investment plan. Ready to move from theory to action? Add this essential reference to your library and start building more disciplined, goal-driven portfolios today.

Note: eBooks do not include supplementary materials such as CDs, access codes, etc.