The debate over active versus passive management has been an ongoing one among investors for many years. Historical performance and fees have put passive indexes in greater favour, however, investors still have a desire to beat the market, in that elusive quest for alpha. Finding a fair balance between low fees and reasonable, evidence-based expectations for positive performance remains the goal for asset owners. Factor investing strategies claim to have answers, but exactly how true are they?

Factor Strategies Investing 2018, the third in our annual series of market investigations in conjunction with FTSE Russell, explores the merits of factor-based investing in changing economic times. Issues looked at include, how does factor investing compare with active and passive funds, what key aspects should be considered before implementation, and is factor investing really a ‘smart’ fund option?

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1.1 NORTH AMERICAN ROUNDTABLE: How does factor investing compare with passive and active management on a risk/return and cost basis?
Moderator:
David Grana, Head of Production, Clear Path Analysis
Panelists:
Jerry Davis, Chief Investment Officer, Piedmont Family Office
Stuart Williams, Portfolio Manager, Public Employees’ Retirement System of Texas
Mark Barnes, Head of U.S. Research, FTSE Russell

1.2 UK ROUNDTABLE: What are key elements to consider before the implementation of a factor investing strategy?
Moderator:
David Grana, Head of Production, Clear Path Analysis
Panelists:
Clive Gilchrist, Chairman of the Trustees, Kingfisher Pension
Alexander Davey, Director, Factor and Alternative Beta Strategies, HSBC Asset Management
Andrew Walsh, Head, Passive & ETF, UBS
Marlies van Boven, Managing Director, Research and Analytics, FTSE Russell

1.3 INTERVIEW: Factor investing: Neither “smart” nor “stupid”, but evidence-based
Interviewer:
David Grana, Head of Production, Clear Path Analysis
Interviewee:
Holly Framsted, Head, U.S. iShares Smart Beta, BlackRock

1.4 WHITE PAPER: Title
TBC, FTSE Russell representative

Jerry Davis

Chief Investment Officer, Piedmont Family Office

Mark Barnes

Head of U.S. Research, FTSE Russell

Andrew Walsh

Head, Passive & ETF, UBS

Holly Framsted

Head, U.S. iShares Smart Beta, BlackRock

Clive Gilchrist

Chairman of the Trustees, Kingfisher Pension

Stuart Williams

Portfolio Manager, Public Employees’ Retirement System of Texas

Alexander Davey

Director, Factor and Alternative Beta Strategies, HSBC Asset Management

Marlies van Boven

Managing Director, Research and Analytics, FTSE Russell

FTSE Russell is a leading global index provider creating and managing a wide range of indexes, data and analytic solutions to meet client needs across asset classes, style and strategies. Covering 98% of the investable market, FTSE Russell indexes offer a true picture of global markets, combined with the specialist knowledge gained from developing local benchmarks around the world.

FTSE Russell index expertise and products are used extensively by institutional and retail investors globally. Approximately $16 trillion is currently benchmarked to FTSE Russell indexes. For over 30 years, leading asset owners, asset managers, ETF providers and investment banks have chosen FTSE Russell indexes to benchmark their investment performance and create investment funds, ETFs, structured products and index-based derivatives. FTSE Russell indexes also provide clients with tools for asset allocation, investment strategy analysis and risk management.

A core set of universal principles guides FTSE Russell index design and management: a transparent rules-based methodology is informed by independent committees of leading market participants. FTSE Russell is focused on index innovation and customer partnership applying the highest industry standards and embracing the IOSCO Principles. FTSE Russell is wholly owned by London Stock Exchange Group.

For more information, visit www.ftserussell.com

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