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Factors
Report

Factors

Finding a Place in Institutional Investors’ Arsenal

The Economist Intelligence Unit
EIU, 2016
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Editorial Rating

7

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  • Innovative

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.

Take-Aways

  • Factor investing employs portfolio models that incorporate broad influences on asset values, such as economic growth and inflation.
  • Factor-based investing has a strong foothold among institutional investors. Only 13% of respondents to a worldwide survey of financial executives indicated that they do not apply factors to their investing.
  • Factors seem to be living up to their prospects. Some 85% of survey participants say factors help them better understand sources of risk.

About the Author

The Economist Intelligence Unit is an independent research and analysis organization.

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