All factor investing articles
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NewsFactor investing increase driven by ESG, risk management – study
57% of institutional investors now use factors within their fixed income portfolios, up from 37% in the previous survey
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News
Pension fund for Dutch harbour pilots ditches factor portfolio
Loodsen has converted its equity portfolio to four passive regional funds
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Dutch AkzoNobel pension fund ditches factor investing
Decision influenced by performance and cost considerations
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Negative factor strategy return for ING scheme
The ING pension fund is sticking with is factor strategy for now but it will start hedging its liabilities in real terms instead of nominal terms
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Rabobank pension fund continues serial underperformance
The fund will replace its disappointing factor investing strategy with a passive portfolio
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News
Greensill-Credit Suisse case unlikely to harm Swiss pension funds
Greensill case offers Pensionkassse opportunity to critically question the process to select investments and periodically review processes for illiquid investments
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News
Style Analytics acquired by Investment Metrics
US-based Investment Metrics says combined organaisation will ‘set industry standard’ for analytics, benchmarking and reporting solutions
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News
‘Dramatic’ rise in factor investing fixed income applicability belief – study
Belief is now near-universal, compared with 70% last year and 62% in 2018 edition of Invesco’s global factor investing study
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Opinion Pieces
Viewpoint: A more precise way to unlock targeted factors
Factor investing is built on the premise that investors can manage risk and returns by applying an appropriate mix of equity factors such as value, quality, size, momentum and low volatility.
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News
Aon: factor investing overcrowding fears ‘not justified’
It is unrealistic to foresee a situation where factor premiums are wiped out completely
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Singapore Exchange snaps up Scientific Beta
Singapore Holding of EDHEC endowment fund to retain 7% stake
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Factor investors seen largely unfazed by recent underperformance
59% report planning to increase their allocation to factor strategies
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European asset owners drive growth in smart beta strategy use
More than half of global institutional investors use smart beta strategies, according to FTSE Russell, led by 65% of investors in Europe
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Swiss pension fund seeking ideas for low-volatility equity strategy
Strategy should cut out absolute downside risk
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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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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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Mandate 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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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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£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
