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Factor Investing

special report factor investing

Special Report Factor Investing: Meeting expectations

By

It is important to have realistic expectations about what factor investment can deliver

The great factor debate

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Daniel Ben-Ami examines a key question that is too often neglected: why does factor investing work?

A risk-reducing factor

By David Turner

Many factor investors use timing as a way to reduce risks, writes David Turner

Crowding concerns

By Paul Amery

The rise in popularity of factor investing strategies and products raises questions about crowding, writes Paul Amery

Factor investing embraces big data

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Greater computing power means greater potential for factor investing, finds Carlo Svaluto Moreolo

Getting the blend right

By Paul Amery

Investors need to consider the interaction effects between different factors when constructing multi-factor portfolios, writes Paul Amery

The growth has only just begun

By

Lynn Strongin Dodds sees signs pointing to a continuing rise in factor-based investing

Full of EM promise

By David Turner

David Turner finds elements of factor investing that could make the strategy ideal for emerging markets

Gaining currency as a risk control

By

Lynn Strongin Dodds finds that worries about currency risk are leading investors to consider factor-based approach when investing in foreign exchange markets

Beat the bond benchmarks

Investors may be losing significant returns by failing to apply factor investing to bonds, says Barbara Petitt

Beware of taking labels at face value

Sebastian Ceria and Melissa Brown warn that exchange-traded funds with similar labels can generate widely different returns because of the way their portfolios are constructed

All Factor investing in depth

competition, dispute, jostling, fight

Asset management roundup: LP, GP competition for assets 'at peak'

Mon, 4 Dec 2017By

Plus: $1trn now in systematic strategies, banks’ fees drop but asset managers’ steady

Bitcoin

TOBAM seeks to bring Bitcoin to institutional investors

Wed, 22 Nov 2017By

French asset manager launches unregulated mutual fund for the ground-breaking cryptocurrency

Stock market, IPO

‘Factor indices can be dangerous’, consultancy warns

Wed, 15 Nov 2017By

Mercer cautious on index approaches but positive on active multi-factor strategies 

Equity investors should consider the duration of their portfolios index

Smart beta allocations to rise by a quarter in 3 years: Invesco

Mon, 13 Nov 2017By Raji Menon

Low interest rate environment has it made it tough for many investors to achieve low-risk returns

All Smart Beta News