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The Essentials of factor investing

The Essentials of factor investing

12-09-2019 | Insight

Introducing our new learning tool on factor investing. Around the world, a growing number of investors are adopting this investment approach. But how does it really work? Robeco’s dedicated educational module is designed to help.

Speed read

  • Robeco launches a new learning module dedicated to factor investing
  • Factor investing is explained in a clear way, from concept to implementation
  • Participants can assess their knowledge with a test
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As a pioneer and thought leader in factor investing, Robeco has accumulated vast expertise in this field. With this new module, we aim to share our knowledge to enable financial professionals to further their own skills and, in turn, to help clients achieve their investment goals.

It takes around 10-15 minutes to complete each of the nine chapters of the module, as part of a self-study program. A test is available at the end of the module, which counts two hours towards Continuous Professional Development (CPD) certification.

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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:

  • who holds an Australian Financial Services License
  • who has or controls at least $10 million (and may include funds held by an associate or under a trust that the person manages)
  • that is a body regulated by APRA other than a trustee of:
    (i) a superannuation fund;
    (ii) an approved deposit fund;
    (iii) a pooled superannuation trust; or
    (iv) a public sector superannuation scheme.
    within the meaning of the Superannuation Industry (Supervision) Act 1993
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  • that is a trustee of:
    (i) a superannuation fund; or
    (ii) an approved deposit fund; or
    (iii) a pooled superannuation trust; or
    (iv) a public sector superannuation scheme
    within the meaning of the Superannuation Industry (Supervision) Act 1993 and the fund, trust or scheme has net assets of at least $10 million.
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