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Factor Investing: This Year’s Winners And Losers

FYI: It’s been a great year for stocks and an even better year for factor investors. The caveat, of course, is if you’ve been bullish on the correct investing factors. Who are this year’s biggest winners and losers in the factor ETF marketplace?

The factor investing universe, which includes both ETFs and mutual funds, has approximately $2 trillion in assets under management. This figure is projected to expand to $3.4 trillion by 2022, according to research estimates from eVestment and Preqin.

Factor investing, sometimes referred to as “smart beta,” involves targeting specific drivers of return across asset classes. The two main factor classifications are macroeconomic and style. And within the equity market, factor groupings can be further sub-divided into single-factor, multifactor and volatility minimization strategies.
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