Insight

Invesco Global Factor Investing Study 2020

October 19, 2020
Invesco
Invesco Global Factor Investing Study 2020
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Welcome to Invesco’s fifth annual Global Factor Investing Study

We are delighted to present with you the findings from our fifth annual Global Factor Investing Study, based on an interview programme with 238 factor investors. This study incorporates the views of 138 institutional investors and 100 wholesale investors that are together responsible for managing over US$25.4 trillion in assets (as of 31 March 2020).

This study, the largest and most in-depth examination of global factor investing currently being undertaken, offers an opportunity to understand investor experiences, paths and barriers to adoption as well as methods of implementation. Interviews for this study were conducted in April and May of 2020, against the backdrop of COVID-19 and following the initial shockwaves this pandemic sent through investment markets. We note instances throughout the report where investors’ reactions to the COVID-19 pandemic may have impacted responses.

                         

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Theme 1 - Factor investors are resilient in the face of uncertainty
Theme-1
Theme 2 - Fixed income factor investing continues to gain traction through potential for enhanced returns and stronger risk management
Theme-2
Theme 3 - Investors look to the intersection of ESG and factor investing
Theme-3
Theme 4 - ETFs offer a familiar and flexible tool for implementing factor strategies
Theme-4
Theme 5 - Levelling up: Demand for additional services and improvements in implementation
Theme-5

                           

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