Robeco, The Investments Engineers

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

Top keywords

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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The contents of this document have not been reviewed by the Securities and Futures Commission ("SFC") in Hong Kong. If you are in any doubt about any of the contents of this document, you should obtain independent professional advice. This document has been distributed by Robeco Hong Kong Limited (‘Robeco’). Robeco is regulated by the SFC in Hong Kong. This document has been prepared on a confidential basis solely for the recipient and is for information purposes only. Any reproduction or distribution of this documentation, in whole or in part, or the disclosure of its contents, without the prior written consent of Robeco, is prohibited. By accepting this documentation, the recipient agrees to the foregoing This document is intended to provide the reader with information on Robeco’s specific capabilities, but does not constitute a recommendation to buy or sell certain securities or investment products. Investment decisions should only be based on the relevant prospectus and on thorough financial, fiscal and legal advice. Please refer to the relevant offering documents for details including the risk factors before making any investment decisions. The contents of this document are based upon sources of information believed to be reliable. This document is not intended for distribution to or use by any person or entity in any jurisdiction or country where such distribution or use would be contrary to local law or regulation. Investment Involves risks. Historical returns are provided for illustrative purposes only and do not necessarily reflect Robeco’s expectations for the future. The value of your investments may fluctuate. Past performance is no indication of current or future performance.

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