Factor-based strategies and smart beta exploit proven factor premiums. Targeting these premiums can improve the risk-return profile of a portfolio. But practical implementation remains a puzzle for many investors.
Smart beta, which has its roots in factor investing, is enjoying growing popularity. Investors are increasingly aware of the potential benefits of adopting factor-based strategies, but often struggle with how best to implement them. In this booklet, we intend to provide investors a clearer picture of what factor-based investing actually is and how to approach it. We also suggest three ways in which investors can implement quantitative strategies to improve the risk-return profile of their portfolios.
BY CLICKING ON “I AGREE”, I DECLARE I AM A WHOLESALE CLIENT AS DEFINED IN THE CORPORATIONS ACT 2001.
What is a Wholesale Client?
A person or entity is a “wholesale client” if they satisfy the requirements of section 761G of the Corporations Act.
This commonly includes a person or entity: