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What is factor investing?

Factor Investing aims to offer investors a low cost and transparent way to improve risk and return by capturing specific equity characteristics such as quality, low volatility, value and momentum.

Why consider factor investing?

We believe that  factor investing is a more efficient way of accessing long-run equity returns than investing in a market-capitalisation weighted index.  Factor investing can be efficient, cost effective and provides investors with diversified exposure to equity markets.  Importantly, individual factors may offer different patterns of risk and return and, as such, investors can use factor investing to better target specific investment goals.  Investors may choose to target just one factor or mix factors in a way that best matches their investment needs.

Our approach to factor investing

We have developed an advanced approach to Factor Investing that is anchored to company fundamentals.  Our factors benefit from value-added proprietary data and incorporate controls which aim to reduce unnecessary investment risk.  

We can offer our Advanced Factor capability for single factors (Low Volatility, Quality, Value or Momentum), or blended factor strategies designed to meet specific investment needs:

Sustainable Equity

This strategy aims to provide exposure to the Low Volatility and Quality factors and fully integrates ESG considerations. The result is a portfolio that seeks to provide superior, long-term equity returns but with lower total volatility than a standard market capitalization-weighted index.  By design, we would expect this strategy to perform best during down markets while capturing equity returns in rising markets.

Multi-factor

Our multi-factor strategy is a blend of our advanced Quality, Value and Momentum factors and like all strategies, is fully ESG integrated.  The strategy aims to outperform the broader market in most market environments due to its exposure to a diversified range of factors.



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This page is for informational purposes only and does not constitute on the part of AXA Investment Managers or its affiliated companies an offer to buy or sell any investments, products or services and should not be considered as a solicitation or as investment, legal or tax advice. The strategies discussed herein may not be available in all jurisdictions and/or to certain types of investors. Opinions, estimates and forecasts herein are subjective and subject to change without notice. There is no guarantee forecasts made will come to pass. No guarantee, warranty, or representation is given as to the accuracy or completeness of this material. Reliance upon information in this material is at the sole discretion of the reader. This material does not contain sufficient information to support an investment decision.

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