Global factor investing study

Invesco Global Factor Investing Study 2019

The Transfinite installation in New York, a wall flooded by numerical and graphic data. This is the perfect backdrop to factor investing, a purely quantitative approach.

Our fourth annual Global Factor Investing Study is based on a global interview programme, examining the views of 132 institutional investors and 109 wholesale investors, that are together responsible for managing over US$25 trillion in assets (as of 31 March 2019).

We explore these views through the following five key themes:

  1. Factor investing adoption continues at pace as asset owners pursue a long-term approach
  2. Investors embrace active implementation as they move to dynamic approaches
  3. Factor Investing and Environmental, Social and Governance (ESG): parallel developments, uncertain linkages
  4. Future of factors: overcoming the barriers to scaling up
  5. Fixed income: the next frontier for factor investing
Download the 2019 factor study

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. Factor investing is an investment strategy in which securities are chosen based on certain characteristics and attributes that may explain differences in returns. Factor investing represents an alternative and selection index based methodology that seeks to outperform a benchmark or reduce portfolio risk, both in active or passive vehicles. Factor investing may underperform cap-weighted benchmarks and increase portfolio risk.

Important information

  • Where individuals or the business have expressed opinions, they are based on current market conditions, they may differ from those of other investment professionals and are subject to change without notice.
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