16 Nov 2018
In distilling the views and opinions of factor investors we have sought to provide clarity on a wide range of themes including:
The concept of factor investing - an investment strategy in which securities are chosen based on certain characteristics and attributes - has existed since the 1950s. However, the strategy has only gained more acceptance in recent years.
Given this increasing focus we have sought the views and opinions of factor investors globally over the past three years.
The Invesco Global Factor Investing Study 2018 pulls together insights from an expanded universe of 300 face-to-face interviews with factor investors across Europe, North American and Asia Pacific.
Based on our discussions we have identified five key themes for this year’s report:
1. What’s in a name – how do investors think about factor terminology?
2. Learning the ropes: factor investors are building experience
3. Factor allocations and applications are expanding
4. Implementation barriers are falling away
5. Factor experience has been a positive one for most investors
The full report contains quantitative and qualitative insights, investor case studies and region-specific findings.
To look at the full report click here Invesco Global Factor Investing Study 2018
The value of investments and any income will fluctuate (this may partly be the result of exchange rate fluctuations) and investors may not get back the full amount invested.
Where individuals or the business have expressed opinions, they are based on current market conditions, they may differ from those of other investment professionals and are subject to change without notice