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Factor Implications and Investment Styles

September 2019 
By Phil Shankweiler of Hartford Funds

A foundation for those just beginning to explore the strategic-beta universe.

Phil Shankweiler, CFA, CAIA, CFP®
Director, Advisory Services Hartford Funds

 

While factor investing and the broad universe of strategies coined “smart beta” or “strategic beta” continue to be an enduring trend among wealth advisors, there seems to be a never-ending barrage of information from academics, quantitative investment managers, and practitioners opining on this topic. In our conversations with professional buyers who are just beginning to explore the space, we sense the need for a foundation from which to begin.

Many struggle to make sense of the broad implications to their business, the ambiguous terminology, and the massive universe of investment styles. Our intent is to move beyond the headlines and discuss the relevant and revolutionary implications of these strategies for professional wealth advisors. From there, our aim is to offer a framework to define, differentiate, and align smart-beta strategies with investor objectives so we can help our clients achieve the portfolio outcomes they seek.



Diversification does not eliminate the risk of experiencing investment losses.

Important Risks: Investing involves risk, including the possible loss of principal. 

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