Factor Allocation How can investors decide on the appropriate factor allocation?

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Presented by

Marlies van Boven, managing director research & analytics. Vera Cady, senior research analyst, FTSE Russell

About this talk

Factors and factor investing continues to be the most popular index-based method of improving portfolio risk adjusted returns. But how should clients assess the impact of single and multi-factors indexes on their portfolios? How are return-profiles impacted by factor inclusion and other common smart beta strategies? Should clients routinely consider their overall underlying factor allocation? And how should factor allocation be assessed? Join Marlies van Boven, managing director Research & Analytics and Vera Cady, senior research analyst, FTSE Russell as they demonstrate how the impact of factors can be assessed in real-time via Analytics Plus, FTSE Russell’s propitiatory smart beta and factor assessment tool.
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