Global Multifactor ETF Landscape

Identifying the key drivers of multifactor fund performance

Managing over $250 billion by September 2022, multifactor funds aim to diversify portfolios across risk factors like low price multiples and strong recent performance for enhanced long-term performance. But, despite their sound concept, selecting and maintaining these funds can be complex.

Many popular options are falling short of initial performance expectations post-launch, and others have shown improved performance recently. This emphasizes the need to evaluate key drivers and employ simple techniques to assess long-term viability, including deliberate risk factor exposures aligned with fund objectives for sustained success.

Download the report now to learn about multifactor and actively managed funds, their rise in popularity, and the challenges and opportunities they present for investors.