Formula investing promises investors a systematic, rules-based approach to outperforming the market. In their December 2024 paper "Formula Investing," Marcel Schwartz and Matthias Hanauer evaluated ...

For centuries, investors have searched for a systematic, foolproof method for finding high quality, undervalued stocks. Many value investing strategies are complex, requiring deep dive financial ...

You’ve likely heard how important investing is when it comes to your financial future. Every money guru out there tells you to start. There’s only one problem — you suck at math. And isn’t investing ...

Last month, two European quants, one working for Robeco and the other for Allianz, published a paper asking (and answering) whether formulaic investing is possible. Marcel Schwartz of Allianz and ...

Some formulas fade. This one refuses to leave the chat. CAPM: the Capital Asset Pricing Model, is Wall Street’s version of gravity. It explains why risk exists, how reward is earned, and why “free ...