Invesco Global Factor Investing Study 2018

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Welcome to our third annual Global Factor Investing Study, in significantly expanded form. Based on an interview program of over 300 institutional and wholesale (private banks, financial advisors, wirehouses, discretionary fund managers and multi-managers) investors across all major global regions and segments, plus a series of case studies (found at the end of themes 1 to 4 and based on follow-up interviews with a handful of experienced factor investors), the study is without question the largest in-depth analysis of global factor investing being undertaken at the current time. Because of the size of the study and the diversity of factor applications around different regions, this main report of the study deals principally with global themes, with call-outs in each case of the approaches and practices of more experienced and sophisticated factor investors. The main report is supported by a series of regional supplements which discuss regional variations in North America (N. Am), Europe, Middle East and Africa (EMEA), and Asia Pacific (APAC).