We may have reached an inflection point in portfolio management. Increasingly conversations with institutional investors are tied to specific goals - often multi-period challenges whose complexity only increases as we dig deeper into solutions, and that draw on substantial expertise to implement.
At the heart of these conversations are questions such as:
This whitepaper welcomes these questions and explains how outcome-based investing can offer an altogether better path to the construction and management of portfolios.
In this paper we explore the nature of factors, the types of factors that are important for risk management and how factor analysis may provide a more informed approach to controlling risk in diversified portfolios.
Invesco Vision is our proprietary system that combines analytical and diagnostic capabilities, marrying the strengths of machine efficiency and transparency with human judgement and collaboration. Learn more here.
We believe factor investing can become a permanent and valuable tool in helping to achieve long-term investment results. In this paper we explore what factors are, how they work, and how they may be successfully positioned in portfolios to pursue specific return profiles.
