Invesco Global Factor Investing Study 2018

Whitepaper | 06 November 2018 | Georg Elsaesser, Senior Portfolio Manager, Invesco Quantitative Strategies


Following face-to-face interviews with over 300 institutional and wholesale factor investors, our third annual global study provides insights across a wide range of themes including factor adoption, allocations and future intentions.

The concept of factor investing - an investment strategy in which securities are chosen based on certain characteristics and attributes - has existed since the 1950s. However, the strategy has only gained more acceptance in recent years. 

Given this increasing focus we have sought the views and opinions of factor investors globally over the past three years.

The Invesco Global Factor Investing Study 2018 pulls together insights from an expanded universe of 300 face-to-face interviews with factor investors across Europe, North American and Asia Pacific.

Based on our discussions we have identified five key themes for this year’s report:

1. What’s in a name – how do investors think about factor terminology?
2. Learning the ropes: factor investors are building experience
3. Factor allocations and applications are expanding
4. Implementation barriers are falling away
5. Factor experience has been a positive one for most investors

The full report contains quantitative and qualitative insights, investor case studies and region-specific findings. 

Download the study

To view an EMEA supplement and video content on this year’s report, as well as learning more about factor investing visit our dedicated factor page.

Investment risks

The value of investments and any income will fluctuate (this may partly be the result of exchange rate fluctuations) and investors may not get back the full amount invested.

Important information

Where individuals or the business have expressed opinions, they are based on current market conditions, they may differ from those of other investment professionals and are subject to change without notice


Georg Elsäesser

Georg Elsäesser

Senior Portfolio Manager