Sentences with phrase «factor investing research»

SUMMARY Smart beta ETFs are based on factor investing research Excess returns from smart beta ETFs are different from factor returns Investors need to be aware that smart beta ETFs offer little diversification for an equity - centric portfolio INTRODUCTION Blackrock, a provider of active and passive

Not exact matches

Such risks, uncertainties and other factors include, without limitation: (1) the effect of economic conditions in the industries and markets in which United Technologies and Rockwell Collins operate in the U.S. and globally and any changes therein, including financial market conditions, fluctuations in commodity prices, interest rates and foreign currency exchange rates, levels of end market demand in construction and in both the commercial and defense segments of the aerospace industry, levels of air travel, financial condition of commercial airlines, the impact of weather conditions and natural disasters and the financial condition of our customers and suppliers; (2) challenges in the development, production, delivery, support, performance and realization of the anticipated benefits of advanced technologies and new products and services; (3) the scope, nature, impact or timing of acquisition and divestiture or restructuring activity, including the pending acquisition of Rockwell Collins, including among other things integration of acquired businesses into United Technologies» existing businesses and realization of synergies and opportunities for growth and innovation; (4) future timing and levels of indebtedness, including indebtedness expected to be incurred by United Technologies in connection with the pending Rockwell Collins acquisition, and capital spending and research and development spending, including in connection with the pending Rockwell Collins acquisition; (5) future availability of credit and factors that may affect such availability, including credit market conditions and our capital structure; (6) the timing and scope of future repurchases of United Technologies» common stock, which may be suspended at any time due to various factors, including market conditions and the level of other investing activities and uses of cash, including in connection with the proposed acquisition of Rockwell; (7) delays and disruption in delivery of materials and services from suppliers; (8) company and customer - directed cost reduction efforts and restructuring costs and savings and other consequences thereof; (9) new business and investment opportunities; (10) our ability to realize the intended benefits of organizational changes; (11) the anticipated benefits of diversification and balance of operations across product lines, regions and industries; (12) the outcome of legal proceedings, investigations and other contingencies; (13) pension plan assumptions and future contributions; (14) the impact of the negotiation of collective bargaining agreements and labor disputes; (15) the effect of changes in political conditions in the U.S. and other countries in which United Technologies and Rockwell Collins operate, including the effect of changes in U.S. trade policies or the U.K.'s pending withdrawal from the EU, on general market conditions, global trade policies and currency exchange rates in the near term and beyond; (16) the effect of changes in tax (including U.S. tax reform enacted on December 22, 2017, which is commonly referred to as the Tax Cuts and Jobs Act of 2017), environmental, regulatory (including among other things import / export) and other laws and regulations in the U.S. and other countries in which United Technologies and Rockwell Collins operate; (17) the ability of United Technologies and Rockwell Collins to receive the required regulatory approvals (and the risk that such approvals may result in the imposition of conditions that could adversely affect the combined company or the expected benefits of the merger) and to satisfy the other conditions to the closing of the pending acquisition on a timely basis or at all; (18) the occurrence of events that may give rise to a right of one or both of United Technologies or Rockwell Collins to terminate the merger agreement, including in circumstances that might require Rockwell Collins to pay a termination fee of $ 695 million to United Technologies or $ 50 million of expense reimbursement; (19) negative effects of the announcement or the completion of the merger on the market price of United Technologies» and / or Rockwell Collins» common stock and / or on their respective financial performance; (20) risks related to Rockwell Collins and United Technologies being restricted in their operation of their businesses while the merger agreement is in effect; (21) risks relating to the value of the United Technologies» shares to be issued in connection with the pending Rockwell acquisition, significant merger costs and / or unknown liabilities; (22) risks associated with third party contracts containing consent and / or other provisions that may be triggered by the Rockwell merger agreement; (23) risks associated with merger - related litigation or appraisal proceedings; and (24) the ability of United Technologies and Rockwell Collins, or the combined company, to retain and hire key personnel.

categories: Indexes, Americas, EMEAI, Factor and Risk Modeling, Investing (Investment Management), Portfolio Construction and Optimization, Asia Pacific, Asset Owners, Hedge Funds, Equities, Research Paper, CHIA Chin - Ping, Asset Managers (Quant or Fundamental), BARMAN Subhajit, HUNG Raphael, LIM Eugene, MUTHUKRISHNAN Anand

In an ongoing series of white papers, which started with «Finding Value: Understanding Factor Investing,» MSCI Research is exploring factors that identify specific risk exposures with the potential for an accompanying premium.

A frequent criticism of factor investing is that factor returns are stronger in small caps Our research highlights that this is not uniformly true across factors Value and Size benefit most from including small caps INTRODUCTION Factor investing can be challenged in manyfactor investing is that factor returns are stronger in small caps Our research highlights that this is not uniformly true across factors Value and Size benefit most from including small caps INTRODUCTION Factor investing can be challenged in manyfactor returns are stronger in small caps Our research highlights that this is not uniformly true across factors Value and Size benefit most from including small caps INTRODUCTION Factor investing can be challenged in manyFactor investing can be challenged in many ways.

SUMMARY Contains 34 research papers that we published on FactorResearch.com in 2017 Focus on factor investing and quantitative strategies from an investor ’s

In the United Kingdom, «a major factor in the increase in both numbers and professionalization [of knowledge brokers] is the recent inclusion of «research impact» as a measure [used] to rank U.K. universities and determine funding, so investing in staff to promote research impact has become a priority,» Knight explains.

With more schools investing in tablets, BESA director Caroline Wright examines recent research to find out how schools are using the technology and what factors affect successful implementation

While there are many factors that go into successful school improvement, we've identified three levers that research and on - the - ground experience tell us create systems for investing in teachers and school leaders.

The recently published research paper on S&P GIVI ®: Factor Investing: A Review of the S&P Global Intrinsic Value Index analyzes in detail the source of GIVI returns globally and regionally.

That said, the research seems clear to me that cap - weighted indexing is less efficient over the longer - term than factor investing, so I see factor investing as having a bright future even if it isn't nearly as «new and improved» as its marketers want to suggest.

A recent Research Affiliates article by Hsu and Kalesnik (2014) concluded that there are at best three factors from which investors can benefit through passive investing: market, value, and low beta.

Being in the quant environment I quickly found Fama & French's research, and factor investing.

Factor - based investing in equities is a well - established concept supported by over four decades of research.

I believe that the primary reason why the Shiller - based model for understanding how stock investing works (Valuation - Informed Indexing) has not become dominant in the 35 years since publication of his research is that the the huge effect of the valuations factor is a highly counter-intuitive reality.

Factor investing is a well - documented method of generating excess returns, but some of the practical aspects of it are often overlooked in academic research, which tends to focus on «pure» premiums.

Beyond investing in index funds, academic research has found certain factors or premiums within the market that explain the variation in its returns.

Factor investing takes this research a step further by singling out the reason for the better long - term performance.

We can, however, apply our factor research to create simple, transparent, low - cost smart beta strategies that you can easily and inexpensively invest in.

Performing research into these factors is recommended to find the best robo advisor that aligns with your approach to investing.

If people invested as much time and attention into these factors as they do researching a dog breed that will be perfect for them, they'd be more successful — and find many more dogs that would actually work for them.»

A recent survey from Oekom Research supports the idea that sustainability investing impacts corporate strategy: Nearly two - thirds of the companies said requests from sustainability rating agencies were a decisive factor in tackling sustainability issues.

Many factors contribute to the costly health care, and much of it revolves around the constantly evolving technology, drugs and medical research and with the medical technology that the United States invests in, such as MRI machines and the most advanced of devices, the costs are significantly higher.

«Last but not least, economically speaking every euro [or dollar] invested in research comes back to the society,» Adriani, and that return on investment is often multiplied by many factors.

These factors will aid you in the most important aspect of investing in cryptocurrencies: always doing your own research.

«Before you invest in an area you should research as much as possible to determine the factors that could affect your resale ability in the future,» says agent Kristie Zimmerman.

«Before you invest in an area you should research as much as possible to determine the factors that could affect your resale ability in the future,» says Kristie Zimmerman, real estate agent, McEnearney Associates.