Factor-based Investing

Factor-based Investing

Factor investing is an investment approach that targets specific drivers of return to help improve portfolio outcomes, diversification and reduce volatility.

Capital at risk. All financial investments involve an element of risk. Therefore, the value of the investment and the income from it will vary and the initial investment amount cannot be guaranteed.

 


Why BlackRock for factor-based investing?

Factors are broad and persistent drivers of returns both in and across asset classes. BlackRock has been at the forefront of factor-based investing for decades and continues to innovate new strategies to help address clients’ investment challenges.

Built on economic foundation
Built on economic foundation
BlackRock's factor-based strategies focus on harvesting rewarded factors that have endured as a result of a risk premium, structural impediment or behavioral anomaly.
Pioneer in factor-based investing
Pioneer in factor-based investing
BlackRock leverages multiple decades of expertise in research and implementation of factor-based investing across systematic investing and managing passive strategies.
Continuous focus on innovation
Continuous focus on innovation
BlackRock has been at the forefront of the next generation of factor products, technology & capabilities, creating specialized, innovative investments across asset classes.

Learn more about factor-based strategies at BlackRock

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Investment strategies

BlackRock’s factor-based strategies focus on harvesting rewarded factors that endure due to rewarded risks, structural impediments, and behavioural biases. Factors have been supported by many decades of academic evidence and practitioner expertise.

Investment strategies

 

Source: BlackRock. For illustrative purposes only.

Related resources

Market Advantage
Market Advantage
Macro factor strategy seeking low cost, diversified growth.
Style Advantage
Style Advantage
Long/short style factor strategy seeking liquid and diversified absolute returns.

Leadership

Andrew Ang, PhD
Head of Factor Based Strategies
Andrew Ang, PhD, Managing Director, leads BlackRock's efforts in factor investing and is Head of the Factor-Based Strategies Group.
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Sara Shores, CFA
Managing Director, Factor-Based Strategies Group
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Ked Hogan, PhD
Managing Director, Head of Investments for BlackRock's Factor-Based Strategies Group
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Our latest factor-based investing insights

Tap into BlackRock’s deep experience with investment factors via insights provided by our factor experts and online resources and tools designed for investors seeking access to factor investing opportunities.