Is Factor Investing Dead?

Factor and style-based investment strategies continue to evolve and attract the attention of portfolio managers and analysts alike.

ETFSA

ETFSA

12 June 2024

Is Factor Investing Dead?

Factor and style-based investment strategies continue to evolve and attract the attention of portfolio managers and analysts alike. But when an ETF Manco proposes the amalgamation of two of their factor-based ETFs into a vanilla, size-based ETF, the inevitable question arises about the future of factor investing.

Other podcasts

The ETF Investor – brought to you by the ETF Specialists, ETFSA. Through this podcast series we bring you insight and understanding of ETFs (Exchange Traded Funds), clarity on how to best use it in any type of investment portfolio, technical details of what happens inside the ETF, and practical advice on how to choose ETFs for your investment wants and needs.

Podcasts / Professional investors

The ETF Investor Podcast – Episode 61 – Bridging the CIS-ETF Divide

When one of the largest active fund managers in South Africa join the ETF industry, people take notice, and others ask questions. What’s behind the Coronation strategy, and what’s inside their range of AMETFs? Listen here to find out more.

First-time investor / Podcasts

The ETF Investor – Episode 60 – Actively Managing a Balanced Fund, a Foundational Investment Solution

Traditional index-tracking ETFs require an index to track. So what if there is no index, like in the case of balanced funds, or multi-asset portfolios? The construct of an actively-managed ETF provides an ideal solution for simple, straightforward, strategic, static asset allocation strategies in a cost-effective, rules-based, transparent investment option, suitable for all investor types.

Podcasts

The ETF Investor – Episode 59 – Actively Managing Global Property Investments

With the top of the global interest rate cycle in focus, we turn our attention to the outlook for listed property companies and REITs, and the range of exchange-traded product options available on the JSE. There is more to consider than just the interest rate cycle, and we investigate how active management can be applied […]

Podcasts

Episode 58 – Actively Managing Factor and Style Investments

Just when you thought factor-based investments have passed their sell-by date, a new South African ETF issuer has burst onto the scene with a multi-factor, style-based, risk-managed, actively-managed domestic equity ETF.

Podcasts

Actively Managing Index-Tracking Funds

For many investors the term ETF is synonymous with index-tracking, or so-called “passive” investments, and the concept of an actively-managed ETF therefore represents a contradiction in terms. But the term “active management” does not necessarily mean lots of activity or significant tracking differences to the reference index, and it offers opportunities to manage index-referenced investments more efficiently.

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