Control and transparency in equity factor investing

The 2008 financial crisis gave a huge boost to factor investing. Twelve years later, equity markets are again being rocked, this time by the coronavirus pandemic, with its severe knock-on effect on economic activity and corporate earnings.

As in the previous crisis, a factor approach to investing helped investors navigate the inevitable uncertainties associated with equities. However, to serve their purpose, factor methodologies need to offer their users adequate control and transparency over portfolio exposures.

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Supporting documents

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