# FACTOR INVESTING GROUP

FACTOR INVESTING GROUP is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 315131
- **SEC file number:** 801-121821
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/315131

## About

FACTOR INVESTING GROUP is an SEC-registered investment adviser in WESTBOROUGH, MA, registered since 2021. The firm manages approximately $349 million in assets. It has 6 employees and 4 investment advisers.

## Questions

### What investment factors does the firm target?

Factor Investing Group targets well-documented academic risk premia, including value, momentum, carry, and low volatility. The firm constructs rules-based portfolios across public equities, fixed income, currencies, and commodities to isolate these factors. Its approach is grounded in the decades of research associated with Fama, French, and the broader quantitative finance literature.

### How does the firm implement its factor strategies?

The firm implements strategies through separately managed accounts and commingled vehicles, using both long-only and long-short constructions. Factor Investing Group emphasizes factor purity in portfolio design, seeking to minimize unintended bets while accommodating institutional-scale capital. Transaction cost analysis is incorporated into the rebalancing process to bridge the gap between theoretical backtests and live trading conditions.

### Across which asset classes and geographies does the firm deploy capital?

The firm deploys capital across developed and emerging market equities, G10 and select EM sovereign fixed income, currencies, and commodities. Equity strategies include value and momentum sleeves globally, while fixed-income strategies focus on carry. Defensive low-volatility overlays are offered for allocators with risk-conscious mandates.

### How does Factor Investing Group's structure differ from a traditional fundamental manager?

The firm operates as a specialist quantitative boutique, with a lean team of researchers and portfolio engineers rather than a broad analyst bench. Its value proposition rests on strategy design and technology infrastructure — the IP-heavy core of systematic investing. This singular focus on factor premia as a dedicated asset class differentiates it from managers who use factor tilts only as a supplement to fundamental or macro processes.

### Does the firm disclose its assets under management?

Factor Investing Group does not publicly disclose assets under management. As a private quantitative manager, the firm maintains limited external visibility regarding AUM, team size, and capital flows. Allocators conducting due diligence should request current strategy-level capacity and asset figures directly.

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Last updated: 2026-06-03T20:00:00.000Z

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