Invesco Finds Factor Allocations Expanding Across North America

Invesco has revealed that factor allocations and factor applications among North American investors are expanding. In a survey of over 300 institutional and wholesale factor investors globally, Invesco found that as respondents gain experience in utilizing factor portfolios they are increasing their usage. Invesco found that while an asset owner often commences their factor journey with a single strategy, as time goes by they tend to implement additional factor strategies and consider how to extend their factor portfolio from equities to fixed income and multi-asset. Nearly half of the respondents plan to increase their allocation to factor strategies in the next three years.