INSIGHTS Systematic Investing

Insights into the "third pillar of investing", from our team with over 30 years' experience.

Systematic Investing Factor investing foundations: Looking beneath asset class labels

Invesco

Explore how factor investing identifies measurable drivers of risk and return beyond traditional asset class labels in portfolio construction.

September 29, 2026
Systematic Investing Factor investing: What institutional investors need to know

Invesco

Learn how institutional investors can evaluate value, momentum, quality and low volatility factors using theory, evidence, and implementation tests.

August 6, 2026
Systematic Investing Why consider factor investing in emerging markets?

Invesco

Explore how factor investing in emerging markets can improve diversification, manage risk, and capture value through enhanced multifactor portfolio design.

July 8, 2026
Systematic Investing A systematic path to net zero: Climate alignment through a factor lens

Tim Herzig, Erhard Radatz, Ananthalakshmi Ranganathan, Viorel Roscovan

A forward looking framework for Net Zero investing that combines climate alignment with factor based portfolio construction to manage risk, returns, and fiduciary goals.

April 28, 2026
Systematic Investing A proven, systematic approach to active investing

Chris Mellor, Erhard Radatz

Find out what objectives a systematic active approach might aim to achieve and how an equity ETF using this strategy fits in between pure passive and traditional active management.

April 14, 2026
ETF Enhancing returns and managing risk using factor ETFs

Christopher Crea, Christoper Hamilton, Tim Herzig

In this piece we explore the core considerations of factor investing and how quantitative and dynamic multi-factor frameworks can help investors navigate changing market environments. Find out more.

November 11, 2024
Systematic Investing Debunking mean reversion of IQS factor strategies

Tim Herzig, Viorel Roscovan

IQS factors have shown strong returns in the recent past and we find no evidence that these are expected to mean revert.

August 5, 2024
Systematic Investing A Macro Approach for Integrated Portfolio Management

Invesco

Our Systematic and Factor Investing research team produced a conceptually simple yet practically powerful framework to guide asset and style factor allocation from a macroeconomic perspective.

March 25, 2021
Systematic Investing Foundational concepts for understanding factor investing

Blaise Warren, Stephen Quance

Factor investing is a third pillar of investing, complementing active and passive approaches. We explain what factors are and the role they play in portfolios.

August 13, 2019

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Christopher Hamilton

Christopher Hamilton

Head of APAC ex Japan Client Solutions

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