factor investing
Capabilities

Factor Investing

We are leading practitioners when it comes to factor investing and have been managing factor-related strategies since 1983. Due to increases in computational power, factor investing is having its momentum run.

Factor investing can be a way for investors to reach their investment goals through understanding the building blocks of their portfolio. It represents a fundamental shift in investment management through increased transparency.

Factors - such as value, size, volatility, dividend yield, quality and momentum - are quantifiable characteristics of a financial asset that meaningfully explain its risk-return profile.

Why factor investing?

Factor-based strategies systematically apply evidence-based research to help achieve outcomes. Factors explain risk and return, allowing for greater granularity and customization.

Transaprent

Supported by research & transparency

An investment factor must be backed by empirical results and follow a reasonable rationale. We apply transparent rules-based strategies that systematically apply factor insights to target specific risk/return expectations.
Analysis

Investible at scale

An investment factor can be pursued in a live strategy based on observable characteristics of securities with institutional scale of assets, to help achieve an investment outcome.
Contrarian

Consistent over time

An investment factor should be expected to be specific, persistent over time, and pervasive across relevant security universes.

What's new in factor investing?

Focused on knowledge transfer, our investment professionals regularly produce content to share our experience and the latest research.

Welcome to Invesco’s Global Systematic Investing Study 2023

This year, we’ve refreshed the title of the annual factor investing study, to the Global Systematic Investing Study, reflecting the progression of quantitative investing over the past 7 years. Based on interviews with 130 systematic investors, defined as investors that employ structured, rules-based quantitative models and algorithms to make investment decisions, this research collects the opinions of senior decision makers responsible for managing US $22.5 trillion in assets (as of March 31, 2023).

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factor investing

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