Beleggen & Portefeuille - For Professional Investors

The rise of factor investing

By BlackRock

De belangrijkste punten in het Nederlands:

Alain Kerneis over de belangrijkste overwegingen voor lange-termijnbeleggers:

  • Onder institutionele beleggers is factorbeleggen alom bekend. Er zijn echter grote verschillen in de manieren waarop ze dit doen.
  • We vroegen 200 institutionele beleggers of ze factorbeleggen, waarom (niet) en zo ja: hoe dan.
  • Relative value style takes advantage of numerous market dislocations in both rising and falling markets
  • Zie de belangrijkste conclusies in de infographic hieronder, of het volledige rapport onderaan het artikel


To better understand the growing role that factors and factor-based investing are playing in institutional portfolios, The Economist Intelligence Unit, on behalf of BlackRock, conducted a survey of 200 institutions around the world. The results show institutions employing factors in a range of activities — from risk management to asset allocation to investment strategies — and indicate that their use in all three areas will continue to expand.

The rise of factor investing - infographic

Respondents provided their views on these questions and more:

  • How widespread is factor use?
  • What are institutional investors seeking to accomplish, and how successful are they?
  • What investment strategies are they pursuing?
  • What obstacles are they encountering, and what are they doing to overcome them?
  • Where is factor investing headed in the future?

Interviews with senior executives at eight asset owners from around the globe help to bring the findings to life, and brief commentaries from BlackRock experts provide additional market colour and context.


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Sources: Bloomberg unless otherwise specified.

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