Investing Ideas

Putting factors to work

Three approaches to consider when implementing factor-based investment strategies.

By: Bobby Barnes Frank Nielsen Scott O’Reilly
Updated: 11/27/2023
Key Takeaways
  • A strategic allocation to a single factor-based strategy, or to a combination of factors, may help investors reap the potential long-term benefits of factors, and should be determined based on individual investment styles and objectives.
  • By varying factor exposures over time, investors can express investment views based on their cyclical outlooks or other criteria.
  • Factor-based strategies may also be useful in portfolio construction and risk management as tools to help investors manage aggregate exposures in their broader portfolios.
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