Academic research has identified systematic attributes that have delivered outperformance over long periods of time in a low-cost and diversified way.
And so factor-based investing has become increasingly popular because investors want to own securities that will deliver higher returns while managing risks.
With custom investing increasingly becoming a client expectation, it’s also important to understand how factor investing can incorporate individual preferences.
Download this guide to better understand:
- What is factor investing and why it’s appealing to investors
- How much is invested in factor-based strategies
- Five factors most commonly used today
- How to evaluate factors
- Vise’s approach to factor investing
- How to talk to clients about factor investing
Yes, I would like the “Customization: A new era in factor investing” White Paper from Vise.