All factor investing articles
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NewsGreensill-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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News
Singapore Exchange snaps up Scientific Beta
Singapore Holding of EDHEC endowment fund to retain 7% stake
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News
Factor investors seen largely unfazed by recent underperformance
59% report planning to increase their allocation to factor strategies
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News
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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News
Swiss pension fund seeking ideas for low-volatility equity strategy
Strategy should cut out absolute downside risk
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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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News
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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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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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
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
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
Japanese pension funds rethink asset allocation strategies – survey
Funds increasingly adopting strategies modelled on variety of role-, risk- or factor-based approaches
