All factor investing articles
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Opinion PiecesViewpoint: 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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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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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
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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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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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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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Nordic investor launches search for $250m equity mandate
Multifactor global equity fund should be domiciled in the US
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Japanese pension funds rethink asset allocation strategies – survey
Funds increasingly adopting strategies modelled on variety of role-, risk- or factor-based approaches
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IPE Equities Conference: APG targets quant credit allocation
Head of quant equities says quant and passive investing will make inroads in corporate bond market
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Ortec Finance advocates factor-based approach to asset-liability management
Carry, value, momentum and low volatility factors can be implemented strategically as well as tactically, consultant argues
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Joseph Mariathasan: Factor investing – is it overcrowded?
The debate about valuations and overcrowding in factor-based strategies shows no signs of abating
