The information contained in the website is solely intended for professional investors. Some funds shown on this website fall outside the scope of the Dutch Act on the Financial Supervision (Wet op het financieel toezicht) and therefore do not (need to) have a license from the Authority for the Financial Markets (AFM).
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Neither information nor any opinion expressed on the website constitutes a solicitation, an offer or a recommendation to buy, sell or dispose of any investment, to engage in any other transaction or to provide any investment advice or service. An investment in a Robeco product should only be made after reading the related legal documents such as management regulations, prospectuses, annual and semi-annual reports, which can be all be obtained free of charge at this website and at the Robeco offices in each country where Robeco has a presence.
Factor-based investing has gained considerable traction over the past decade. Concepts such as ‘factor premiums’ or ‘smart beta’ have become popular buzzwords, and now appear frequently in mainstream financial media. Prominent institutional investors have also publicly embraced allocation to well-known factors, like value, momentum or low volatility.
As a pioneer in this field, Robeco has carried out extensive empirical research on the existence of factor premiums as well as on how to implement factor-based strategies, both in equity and fixed income markets.
In this booklet, we address ten recurring challenges asset owners tend to be faced with when considering an explicit allocation to one or more factors. The different questions answered in this booklet were determined based on the concerns raised by respondents to an annual survey of asset owners carried out by index provider FTSE Russell regarding smart beta, as well as feedback from our clients.
This booklet is not available for users from countries where the offering of foreign financial services is not permitted, such as US citizens and residents.