Factor Investing 2018

Also Interesting

• Building the UK financial sector’s operational resilience
• Implications of rising trade tensions for the global economy
• 2020 Long-Term Capital Market Assumptions

Points Of Discussion

• Factors allow for a high level of portfolio customization at a reasonable cost
• It is important that investors understand the factor exposures they need and have a flexible investment process
• Factors such as value, size, and momentum, perform relatively well when the economy is strong and markets are up