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Disclaimer
Please read this important information before proceeding further. It contains legal and regulatory notices relevant to the information contained on this website.
The information contained in the Website is NOT FOR RETAIL CLIENTS - The information contained in the Website is solely intended for professional investors, defined as investors which (1) qualify as professional clients within the meaning of the Markets in Financial Instruments Directive (MiFID), (2) have requested to be treated as professional clients within the meaning of the MiFID or (3) are authorized to receive such information under any other applicable laws. The value of the investments may fluctuate. Past performance is no guarantee of future results. Investors may not get back the amount originally invested. Neither Robeco Institutional Asset Management B.V. nor any of its affiliates guarantees the performance or the future returns of any investments. If the currency in which the past performance is displayed differs from the currency of the country in which you reside, then you should be aware that due to exchange rate fluctuations the performance shown may increase or decrease if converted into your local currency.
In the UK, Robeco Institutional Asset Management B.V. (“ROBECO”) only markets its funds to institutional clients and professional investors. Private investors seeking information about ROBECO should visit our corporate website www.robeco.com or contact their financial adviser. ROBECO will not be liable for any damages or losses suffered by private investors accessing these areas.
In the UK, ROBECO Funds has marketing approval for the funds listed on this website, all of which are UCITS funds. ROBECO is authorized by the AFM and subject to limited regulation by the Financial Conduct Authority. Details about the extent of our regulation by the Financial Conduct Authority are available from us on request.
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If you are not an institutional client or professional investor you should therefore not proceed. By proceeding please note that we will be treating you as a professional client for regulatory purposes and you agree to be bound by our terms and conditions.
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The Essentials of Factor Investing
Continuous Professional Development (CPD) is an important part of any advisor’s career, particularly as times change so rapidly. The speed with which factor investing strategies, in particular smart beta products, have imposed themselves in the investment landscape, has left many at a disadvantage when explaining factor investing to clients and prospects.
The following module aims to bridge that gap. We invite financial professionals engaging with this course to digest the information, and then take an optional test at the end. We aim to present the module using clear language, charts, videos and a short case study to enhance the learning experience. Each of the eight chapters should takes up to 15 minutes to thoroughly digest, with a summary and the optional test aimed at reinforcing the knowledge.
A score of at least 12 out of 15 correct answers (80%) for the test will count up to two hours towards your professional CPD requirements. The educational module is already accredited by local and global institutes, including CII, FPI, CISI, FPSB, AFP, FPI, and IBF.
CFA Institute allows its members the ability to self-determine and self-report professional learning credits earned from external sources. CFA Institute members are encouraged to self-document such credits in their online PL tracker.
Good luck!
Ready for the test?
Now that you’ve learned the basics of factor investing, it’s time to test your knowledge. Below are 15 multiple-choice questions on the 8 chapters you have completed. Click on the box that you think contains the correct answer. If you answer 12 or more questions correctly, you will be awarded 2 hours of CPD.