01-06-2018 · Insight

Guide to factor investing in equity markets

Factor investing is on the rise. Over the past decade, prominent institutional investors have publicly embraced factor-based approaches to securities selection and portfolio allocation. Meanwhile, the number of retail investors introducing factor-based products in their portfolios has also increased substantially. The reason is simple: factor investing works in practice.

    Authors

  • Joop Huij - PhD, Head of Sustainable Index Solutions

    Joop Huij

    PhD, Head of Sustainable Index Solutions

Why consider factor investing in your portfolio? Which factors are relevant? What is the smartest way to define and combine factors? Are generic low-fee strategies really such a cheap option? These are some key considerations we addressed in this ‘Guide to factor investing in equity markets’

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Important information

This information is for informational purposes only and should not be construed as an offer to sell or an invitation to buy any securities or products, nor as investment advice or recommendation. The contents of this document have not been reviewed by the Monetary Authority of Singapore (“MAS”). Robeco Singapore Private Limited holds a capital markets services license for fund management issued by the MAS and is subject to certain clientele restrictions under such license. An investment will involve a high degree of risk, and you should consider carefully whether an investment is suitable for you.