WHITE PAPER

Factor Investing Primer

A guide to what factor investing is—and why and how it works.

Factor investing originated in the 1970s and has evolved into one of the most popular investment approaches today. Investors are drawn to its above market risk-adjusted returns, quantitative nature and reliance on fundamental financial data. But what exactly is factor investing?

This white paper breaks down the basics behind factor investing and provides insight into why and how it works. Gain answers to some of the most frequently asked questions by investors, including:

  • What is factor investing?
  • How did the approach breakthrough into the industry?
  • How is factor investing executed in practice?
  • What are its biggest benefits?

Download our Factor Investing Primer white paper today to learn more.

About the Author:

Eduardo Jimenez Martin, CFA, FRM
Senior Consultant,
Investment Metrics

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