# Factor Investment Solutions

Factor Investment Solutions is an Asset Manager based in United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 137989
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/137989

## About

FACTOR INVESTMENT SOLUTIONS, LLC is a state-registered investment adviser in Tucson, AZ. It has one employee and one investment adviser. The firm is based in Tucson.

## Questions

### What investment factors does Factor Investment Solutions target?

Factor Investment Solutions focuses on academically validated compensated risk premia, including value, momentum, low volatility, and quality. These factors have demonstrated long-term excess returns above the broad market, as documented in peer-reviewed financial economics literature. The firm constructs portfolios designed to capture these premia in a transparent, rules-based manner.

### How does Factor Investment Solutions' approach differ from a standard smart-beta ETF?

The firm operates through institutional separate accounts and customized mandates rather than commingled daily-liquidity ETFs. This structure allows for benchmark tailoring, tax-management overlays, and direct control over factor-timing decisions by the asset owner. It avoids the forced liquidity and potential behavioral trading costs that can erode factor returns in publicly listed ETF wrappers.

### Which geographic markets does Factor Investment Solutions cover?

The firm executes its factor strategies across global developed and emerging markets, including US, EAFE, and global universes. Portfolio construction techniques aim to minimize unintended country or sector biases while maintaining high active exposure to the targeted factor. This global scope allows allocators to harvest factor premia wherever they appear most attractive.

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

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