Sustainable Factor Investing
In a world increasingly averse to risk and intolerant of inequality, we explore the growing importance and effectiveness of sustainable factor investing.
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In a world increasingly averse to risk and intolerant of inequality, we explore the growing importance and effectiveness of sustainable factor investing.
In this whitepaper we discuss how institutions can overcome the challenges with regards to proxy voting and maximize the opportunities with regards to responsible investment.
Investors need income, but how can it be generated in a low-return environment? We present three alternative real estate asset classes that may cater to investors’ income needs: European hotels, US real estate and global income securities.
Our third global factor investing study draws on views and opinions from 300 interviews with institutional and wholesale factor investors to provide insights on a wide range of themes including factor adoption and allocations, perceived barriers and future intentions.
European investors continue to face low yields in the investment grade universe, they are looking for ways to deliver risk-adjusted returns and improve diversification. US fixed income universe could be a good option for European-based insurers.
We believe the adoption of fixed income factors allows investors to better decide which risks and returns are appropriate for their portfolios. We discuss our four-factor model for credit – liquidity, quality, value, momentum and the multi-factor approach.