Invesco Global Factor Investing Study - 2018

Our third global factor investing study draws on views and opinions from 300 interviews with institutional and wholesale factor investors to provide insights on a wide range of themes including factor adoption and allocations, perceived barriers and future intentions.

Oct 3, 2018 | Stephen Quance

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 Americanand 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.

Click Download PDF to read the full study