Bringing Factor Investing to Fixed Income

Factor investing is an investment strategy in which securities are chosen based on certain characteristics with the goal of achieving a given investment outcome.

Factor investing in fixed income is earlier on the adoption curve relative to equities. Over the past 50 years, equities have moved to smart-beta investing, which is now mainstream and well understood.

The stage is set: The sophistication of institutional investors already embracing factors to review and understand manager performance in equities will transition fixed income and multi-asset portfolios in the near term.

Greenwich Associates and Qontigo

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