Risk & Reward

Research and investment strategies

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Risk and Reward

Expert practitioners in factor science

Factor investing can help institutions drive more precise investment and asset allocation decisions in an attempt to optimize a truly diversified portfolio, targeting a specific risk/return objective.

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Invesco global factor investing study

We explore the growth of factor investing via in-depth, face-to-face interviews with institutional investors.

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Bernhard Langer
Over several decades, factor investing has evolved from an academic concept to a strategic initiative.

Factor investing: An introduction

We explore the concept of factor investing, describe its history and highlight popular factors.

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Building balanced factor portfolios

A guide to build a factor portfolio of value and momentum that outperforms market benchmarks.

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Inst’l investors: IFI offers insight on stable value’s role in modern plan design in #RetirementRoundtable. More:……

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Market sentiment is high, but are investors overlooking the potential for downside risk? Watch…

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#RIAs: It’s the beginning of the end for QE. IFI analyzes the market impact in its new blog:

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Examining sector and factor performance in the third quarter of 2016

The high beta, value and size factors outperformed the broad-market S&P 500 Index by a sizeable margin during the third quarter. The S&P 500 Index rose a healthy 3.85%, but 14 smart beta strategies and two smaller-cap indices all outperformed the broader market.