The Economist Intelligence Unit
Factors
Finding a Place in Institutional Investors’ Arsenal
EIU, 2016
Was ist drin?
Factor-based investing is gaining ground, but how are the experts using it?
Recommendation
The 2008 financial crisis prompted institutional investors to re-examine the value of conventional portfolio construction based on diversification by asset class. Many have turned to factor-based investing as a way to decrease risk, raise returns and reach investment targets. These strategies incorporate variables that influence risk, such as inflation and company size. This 2016 survey from the Economist Intelligence Unit reveals how widely institutional investors are using factors, whether results are meeting expectations and what lingering doubts experts have about the approach. While the report is dense with raw survey results, getAbstract recommends it to executive money managers in private and public organizations.
Summary
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The Economist Intelligence Unit is an independent research and analysis organization.
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