factor investing – Benefits Canada.com

CPPIB promoting Priti Singh to global head of capital markets, factor investing

Jennifer Paterson — Mon, 18 Apr 2022 19:00:26 +0000

The Canada Pension Plan Investment Board is promoting Priti Singh to senior managing director and global head of capital markets and factor investing, effective May 2, 2022. In the new role, Singh will be responsible for leading the external portfolio management, active macro and quantitative strategies and risk premia groups. She takes over from Poul Winslow, […]

The post CPPIB promoting Priti Singh to global head of capital markets, factor investing appeared first on Benefits Canada.com.

How to beat the crowd in factor investing

mschmit — Mon, 19 Oct 2020 06:42:04 +0000

Can factor investing continue to give investors an edge if everyone’s doing it? Interest in using factors to invest has been on an upward trend and is still rising, says Alberto Martin-Utrera, an assistant professor of finance at the New Jersey Institute of Technology. “The assets under management have grown exponentially in the last decade, […]

The post How to beat the crowd in factor investing appeared first on Benefits Canada.com.

How have investment factors performed during the coronavirus stock market turmoil?

mschmit — Mon, 20 Jul 2020 05:15:55 +0000

During 2020’s second quarter rebound, U.S. equities saw stronger performance than other developed markets like the U.K. and the rest of Europe. However, during the coronavirus pandemic so far, factors have moved largely in tandem in those geographies, according to Philip Lawlor, managing director and head of global investment research at FTSE Russell, during a webinar […]

The post How have investment factors performed during the coronavirus stock market turmoil? appeared first on Benefits Canada.com.

Back to basics on factor investing

mschmit — Fri, 19 Jun 2020 04:53:57 +0000

Factor investing is a style of management that aims to harvest the common traits of a group or basket of securities that helps inform their risk and return potential. “When we talk about factors, we’re really talking about common characteristics that securities, such as stocks or bonds, share,” says Mo Haghbin, chief operating officer of […]

The post Back to basics on factor investing appeared first on Benefits Canada.com.

Do lower carbon portfolios really perform better?

mschmit — Thu, 07 Nov 2019 05:29:45 +0000

Some have suggested there could be a return premium to lowering the carbon intensity of a portfolio. By constructing low carbon strategies called decarbonization factors, which go long on lower carbon investments and short on higher ones, it’s certainly possible, according to a paper authored by professor George Serafeim from the Harvard Business School along […]

The post Do lower carbon portfolios really perform better? appeared first on Benefits Canada.com.

Factor investing strategies becoming more popular for fixed income: survey

mschmit — Tue, 22 Oct 2019 11:30:09 +0000

The use of factor investing is on the rise among institutional investors, according to a new global survey by Invesco. “Factor investing has shifted from academic theory to an actionable strategy for global investors and the study allows us to understand what issues are key to their investment decisions,” said Mo Haghbin, chief operating officer of […]

The post Factor investing strategies becoming more popular for fixed income: survey appeared first on Benefits Canada.com.

More than half institutional investors using smart beta strategies: survey

mschmit — Wed, 12 Jun 2019 05:21:40 +0000

More than half (58 per cent) of institutional investors surveyed have implemented smart beta strategies, according a recent survey from FTSE Russel. This represents a 10 per cent increase since 2018. When looking at investors that have implemented smart beta, or are evaluating or planning to use a smart beta index-based strategy, the number jumps […]

The post More than half institutional investors using smart beta strategies: survey appeared first on Benefits Canada.com.

What’s dominating CIO conversations with asset owners?

mschmit — Tue, 04 Jun 2019 05:00:50 +0000

With a challenging backdrop to the current investment landscape, certain topics are continually resurfacing when chief investment officers speak with asset owners. The conversation is dominated by the desire to get more out of manager relationships, increasing the amount of insight investors gain from them, said Neil Blundell, head of global client solutions at Invesco, in a webinar […]

The post What’s dominating CIO conversations with asset owners? appeared first on Benefits Canada.com.

Trends in factor investing

mschmit — Tue, 14 May 2019 06:53:51 +0000

While factor investing isn’t new, the way investors are accessing and using factors is changing, says Mark Carver, global head of factor index products at MSCI Inc. “The most common [mis]perception is that factors are new,” he says. “Factors are not new. Some of the strategies that today we bucket as factors have in fact […]

The post Trends in factor investing appeared first on Benefits Canada.com.

How factor styles work in different investing risk scenarios

mschmit — Wed, 08 May 2019 06:00:31 +0000

As factor and multi-factor investing become more commonly understood investment styles, different strategies can help mitigate specific risks in choppier markets. “Nobody wants to hear about risk until it’s too late,” said Carlos Phillips, vice-president and director at TD Asset Management Inc., at an event hosted by the firm in Toronto on Tuesday. A significant […]

The post How factor styles work in different investing risk scenarios appeared first on Benefits Canada.com.