CAPTURE FACTORS WITH ETFs

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Factor investing is a different way of approaching investments. It’s about being more deliberate around what investors own and more efficient in pursuing the outcomes they are seeking.

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Andrew Ang, Ph.D. Head of Factor-Based Strategies

75% 




of institutions invest in factor-based strategies through ETFs or are considering doing so.1

Why Factor ETFs?

Factor ETFs harness the efficiencies of the ETF structure, revolutionizing how institutions access the historically rewarded styles of value, momentum, low size, quality, and minimum volatility.

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HOW INSTITUTIONS USE FACTOR ETFs

Access targeted exposures
Access targeted exposures
Harness exposure to targeted factors, such as U.S. and international momentum, in global equity portfolios.
Complement traditional beta
Complement traditional beta
Cost-effective way to add a factor allocation that can mitigate risk, enhance returns, and improve diversification.
Seek portfolio resilience
Seek portfolio resilience
Efficiently rebalance factor exposures to build a more defensive portfolio for a variety of market environments.

Factor Outlook

Sara Shores, Head of Investment Strategy for the Factor-Based Strategy Group, previews the most recent Factor Outlook views based on BlackRock’s proprietary factor tilting model.

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Factor Commentary

FACTOR COMMENTARY

Access topical factor investing commentary from BlackRock’s Dr. Andrew Ang.

What is Factor Investing?

Dr. Andrew Ang, BlackRock's Head of Factor-Based Strategy Group, explains how factors work to better capture their potential for excess return and reduced risk, just as leading investors have done for decades.

ACTIVE TOOLS, INDEX PRICING

iShares Factor ETFs offer cost-efficient exposure to sources of higher expected returns. Many iShares factor ETFs are benchmarked to indexes created by MSCI.