Feedback
  • Log In
  • Account Access
  • Contact Us

    Pre-Sales Support

    Mutual Funds and ETFs - 800-456-7526
    Monday-Thursday: 8:00 a.m. – 6:00 p.m. ET
    Friday: 8:00 a.m. – 5:00 p.m. ET

    ETF Trading Support - 415-315-6600
    Monday-Friday: 9:30 a.m. – 5:00 p.m. ET

    Post-Sales and Website Support
    888-843-7824
    Monday-Friday: 9:00 a.m. - 6:00 p.m. ET

Pursuing Long-Term Capital Growth Through Risk Efficiency

February 03, 2017

Investor interest in multifactor strategies continues to accelerate as a potential means to enhance capital growth beyond market beta.

Ted Lucas, Head of Systematic Strategies and ETFs


The rapid proliferation of non-cap weighted ETFS has presented investors with a dizzying array of choices. There are strategies targeting single-risk factor exposure (e.g., value, momentum), those employing alternative weighting methods (e.g., fundamental-weighted, dividend-weighted) and a smaller, but expanding, set of multifactor strategies coming to market. With lower forward-looking returns for equities likely, investor interest in such strategies continues to accelerate as a potential means to enhance capital growth beyond market beta.

 

View PDF »

 

 


 

 

ETFWP001 120836 LAT000448