Study highlights benefits of equity factor investing – but some investors still have misgivings

Equity factor strategies are important for Nordic investors' portfolios, although recent underperformance still remains a hurdle for some. Blending factors could mitigate some shortcomings, a Kirstein study shows.

Jepser Kirstein is the founder and CEO of Kirstein. | Photo: PR/Kirstein

Systematic investing, or so-called factor strategies, now make up a large portion of European investors' portfolios. Historically, Dutch and German institutions have been two of the most "quant-savvy" groups in Europe, but Nordic investors are also currently increasing their allocation, a new study conducted by Danish consultant Kirstein in collaboration with Quoniam Asset Management shows.

While 25 percent of Benelux investors and 17 percent of their German peers allocate almost their whole equity portfolio to systematic strategies, Nordic institutions have traditionally favored more fundamental management.

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