Factor Based: A Path to Long-Horizon Investment Success

We believe the existence of identifiable equity risk premia that are both durable and dynamic provides a path to long-horizon investment success. Further, we believe this can be accomplished through the design, development and implementation of investment solutions that exploit specific investment opportunities.

Rules-based solutions, combining the benefits of active and passive management, can provide greater investment efficiency, lower overall costs and operational simplicity.

Cadence Factor Based portfolios reflect deep, focused research and extensive testing. Factor-driven, disciplined and systematic, they offer specific exposures across distinct regional markets and are designed to deliver consistent, repeatable outcomes.

Cadence Beta Framework

Multiple strategies – Factor Based portfolios, available by style and geography, offer investors building blocks to shape factor exposures.

Our Factor Focused Strategies

Find out more about our portfolios.

Yield Solutions
MLP and Midstream