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Factor 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.
Learn more about factor-based strategies at BlackRock
BlackRock’s factor-based strategies focus on harvesting rewarded factors that endure due to rewarded risks, structural impediments, and behavioral biases. Factors have been supported by many decades of academic evidence and practitioner expertise.
Leadership
Philip Hodges, PhD
Managing Director, Co-head of Systematic Equities Macro and Lead Portfolio Manager for Enhanced Factors Strategies
Alexandra Eldemir
Managing Director, Global Head of Investment Strategy for BlackRock's Factors, Sustainable and Solutions Group
How does BlackRock’s Systematic team seek an edge in markets?
We believe that an investment process underpinned by continual innovation is vital to our goal of delivering sustainable alpha to our clients.
There is no guarantee that a positive investment outcome will be achieved. Diversification may not fully protect one from market risk.
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Risk Warnings
Capital at risk. The value of investments and the income from them can fall as well as rise and are not guaranteed. Investors may not get back the amount originally invested.
Past performance is not a reliable indicator of current or future results and should not be the sole factor of consideration when selecting a product or strategy.
Changes in the rates of exchange between currencies may cause the value of investments to diminish or increase. Fluctuation may be particularly marked in the case of a higher volatility fund and the value of an investment may fall suddenly and substantially. Levels and basis of taxation may change from time to time and depend on personal individual circumstances.
Important Information
This material is provided for educational purposes only and is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are subject to change. References to specific securities, asset classes and financial markets are for illustrative purposes only and are not intended to be and should not be interpreted as recommendations. Reliance upon information in this material is at the sole risk and discretion of the reader. The material was prepared without regard to specific objectives, financial situation or needs of any investor.
This material may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, forecasts, and estimates of yields or returns. No representation is made that any performance presented will be achieved by any BlackRock Funds, or that every assumption made in achieving, calculating or presenting either the forward-looking information or any historical performance information herein has been considered or stated in preparing this material. Any changes to assumptions that may have been made in preparing this material could have a material impact on the investment returns that are presented herein. Past performance is not a reliable indicator of current or future results and should not be the sole factor of consideration when selecting a product or strategy.
The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed by BlackRock to be reliable, are not necessarily all-inclusive and are not guaranteed as to accuracy.
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FOR INSTITUTIONAL, FINANCIAL PROFESSIONAL, PROFESSIONAL INVESTORS, PERMITTED CLIENT AND WHOLESALE INVESTOR USE ONLY. THIS MATERIAL IS NOT TO BE REPRODUCED OR DISTRIBUTED TO PERSONS OTHER THAN THE RECIPIENT.
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