The benefits of factor investing as stand-alone strategies are well documented. Less well-known is the positive impact factor strategies can have when they are added to institutional investors’ ...

As investors gain experience with factor investing, usage of these strategies through exchange traded funds and other financial instruments has increased. Yet, many of these factor adopters still have ...

Cap-weighted benchmarks incorporate no explicit objective to capture exposure to those risk factors that have been documented in the academic literature to offer a long-term reward. Deviations from ...

Factor investing involves buying stocks with certain characteristics, including value, momentum, size, low volatility and quality in an attempt to find winning stocks. Factor investing is an ...

Data Crunch: Factor investing has attracted a lot of attention from the UK pensions industry. Defined benefit schemes have seen factors as a way to diversify their growth assets and achieve greater ...

With companies such as Supermicro Computer recently graduating to the S&P 500, investors are renewing interest in midcap companies with strong growth potential. Invesco offers investing expertise in ...

While single-factor strategies that target stocks with low valuations, strong momentum, high profitability, and low volatility have each been successful over the long term, they all experience ...

At a recent seminar where I was a speaker, I was asked whether I felt Factor Investing is here to stay. Before sharing my response at the conclusion of this column, let us first take a deep dive into ...

After years in the shadows, quantitative equity investing is having a standout year in 2025. A wide range of factor-based and machine-learning models are outperforming as global markets navigate ...