Factor Investing – Page 3
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Special ReportMulti-factor ETFs: A recipe only as good as its ingredients
The performance of multi-factor ETF strategies reflect the choice of factors as well as portfolio construction
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Special ReportFactor investing: The paradox of low volatility
Despite scepticism by some investors, low-volatility investing does appear to work, especially during market downturns
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Special ReportStrategy: Factor rotation hits record pace
Tilting between factors could work well in this environment
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News
Public pension pool awards £400m low vol equity mandate
Quoniam and Robeco to manage portfolio of at least £400m for collaboration of LGPS funds
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News
Factor investing can apply to bond investing, says Amundi research
While factor investing is now a common approach for equities, it is still in its infancy in the bond universe
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News
Merseyside, People’s Pension allocate to ESG smart beta funds
UK schemes backing climate change themed funds to reduce carbon output while maintaining performance
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News
Amundi: ESG investing ‘has influenced equity performance’
Asset manager sought to find out if being an ESG investor had an impact on portfolio performance
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Special ReportThe ignored risks of factor investing
Factor investing is not immune to prolonged periods of underperformance
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NewsMandate roundup: UK pension pool confirms £1bn smart beta allocation
Plus: Family office hunts securitised credit investor; Danish foundation wants EM manager; German state appoints Hermes EOS
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News
ERI Scientific Beta raises alarm over popular factor analysis tools
Tools could prevent investors from achieving their factor diversification objectives, index provider warns
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Special Report
Factor Investing: Factors to consider
There are many complexities to negotiate in applying factor-investing strategies to credit markets
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News
£2bn DC scheme selects ESG strategies for default option
Willis Towers Watson’s LifeSight master trust will shift half of its equity holdings to two ESG index funds later this year
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News
ESG roundup: PGGM backs airport group’s green bond
Plus: IIGCC offers ‘how to’ guide on climate and investment; Merseyside LGPS selects new smart beta climate index
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News
Smart beta index provider shuns China A-shares citing trading limitations
ERI Scientific Beta warns on caps to derivatives and capacity limits for rebalancing
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News
Schroders targets DC default market with sustainable factor-based launch
Asset manager secures backing from UK defined contribution schemes to open ESG-tilted fund with £350m
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News
Kempen to close ‘passive’ funds worth €400m in strategic shift
Asset manager to cease its fundamental index strategy, affecting a number of undisclosed institutional investors
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Special ReportFactor investing & smart beta: The smart beta (r)evolution
The ability of stocks with certain investment characteristics to outperform the market has been well understood and documented for decades. But options of how to implement this strategy were limited
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News
NN IP hires head of AI investing to boost €11bn business
Dutch investment house has also hired a new head of European equities
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News
Nordic investor launches search for $250m equity mandate
Multifactor global equity fund should be domiciled in the US
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News
Katy Sherrerd replaces Arnott as Research Affiliates CEO
Promotion formalises a position she had effectively been holding for years, according to the company
