Invesco Global Factor Investing Study 2021

130 institutional and 111 retail factor investors provide their views
They collectively manage over $31 trillion in assets globally
One of the largest and most comprehensive examination of trends within global factor investing

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Understand the drivers of factor investing, investor experiences, and methods of implementation.

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Learn more about factor investing

  • Factor Investing
    Factor Investing

    Why we believe quantitative investing is the perfect partner for ESG

    Invesco Quantitative Strategies understands the importance of managing environmental, social and governance risk to get the best results from portfolios. Here we explain why our quant management team’s ESG approach makes the difference.

    13 July 2021
  • Invesco Quantitative Strategies
    Invesco Quantitative Strategies

    A factor play on inflation

    With inflation on the rise it’s about time to dust off the inflation playbook. We investigate the impact inflation has had on the Value, Momentum and Quality factors historically and how investors may want to approach their factor exposures.

    14 June 2021
  • Markets and Economy
    Markets and Economy

    IQS factors 2020/21: Looking back and ahead

    2020 was an unfavourable year for factor-based strategies though factors behaved largely in an expected manner. Size was the only factor in positive territory, while Momentum and Quality moderately underperformed and Value and Low Risk were the worst factors.

    12 January 2021

Investment risks

  • 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.

Important information

  • This document is marketing material and is not intended as a recommendation to invest in any particular asset class, security or strategy. Regulatory requirements that require impartiality of investment/investment strategy recommendations are therefore not applicable nor are any prohibitions to trade before publication. The information provided is for illustrative purposes only, it should not be relied upon as recommendations to buy or sell securities.

    Where individuals or the business have expressed opinions, they are based on current market conditions, they may differ from those of other investment professionals, they are subject to change without notice and are not to be construed as investment advice.