Factor Investing

Viewpoints

Factor Investing

Factor Investing

With 30 years of factor investing experience and a wide range of factor-based solutions, we offer a robust toolkit for clients to solve any investment challenge.

Factor Investing: The New Essentials

  • Factors are the essential, underlying drivers of portfolio returns.
  • Factor-based portfolios can help clients enhance returns, manage risk, and improve efficiencies.
  • Investors can express a view through broad, macroeconomic factors that affect capital market returns, such as interest rates, inflation or growth, or security-level factors such as value, size and quality for equities and credit, term structure and liquidity for fixed income.

A Knowledgeable Partner

  • Expertise across asset classes.
  • Over 30 years of experience managing factor based strategies.
  • $131 billion in factor-based AUM.*

    *as of 11/30/2016

Latest Thinking

Factor Investing

The Golden Age of Active Management

Factor investing, together with new technology, is creating a new species of active manager.

Factor Investing

The New Investment Reality

Weak return expectations are driving heightened interest in factor investing. Find out how investors are approaching ”the new active” in their portfolios.