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01-06-2018 · Insight

Guide to factor investing in equity markets

Factor investing is on the rise. Over the past decade, prominent institutional investors have publicly embraced factor-based approaches to securities selection and portfolio allocation. Meanwhile, the number of retail investors introducing factor-based products in their portfolios has also increased substantially. The reason is simple: factor investing works in practice.

    Authors

  • Joop Huij - PhD, Head of Sustainable Index Solutions

    Joop Huij

    PhD, Head of Sustainable Index Solutions

Why consider factor investing in your portfolio? Which factors are relevant? What is the smartest way to define and combine factors? Are generic low-fee strategies really such a cheap option? These are some key considerations we addressed in this ‘Guide to factor investing in equity markets’

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