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Factor-based Investing

Factor investing is an investment approach that targets specific drivers of return to help improve portfolio outcomes, diversification and reduce volatility.

Why BlackRock for factor-based investing?

Factors are broad and persistent drivers of returns both in and across asset classes. BlackRock has been at the forefront of factor-based investing for decades and continues to innovate new strategies to help address clients’ investment challenges.
Differentiated insights
We take fundamental insights and quantitatively test and validate them through a scientific process before implementing them within portfolios.
Systematic construction
We build high breadth portfolios using a disciplined, methodical process with a distinct focus on taking compensated risks.
Targeted outcomes
We seek to deliver strategies with a clear understanding and delineation between alpha and beta return sources.

Learn more about factor-based investment strategies

BlackRock’s factor-based strategies focus on harvesting rewarded factors that endure due to rewarded risks, structural impediments, and behavioral biases. Factors have been supported by many decades of academic evidence and practitioner expertise.

Leadership

Philip Hodges, PhD
Managing Director, Chief Investment Officer for BlackRock's Factors, Sustainable and Solutions Group
Read Philip Hodges's biography
Alexandra Eldemir
Managing Director, Global Head of Investment Strategy for BlackRock's Factors, Sustainable and Solutions Group
Read Alexandra Eldemir's biography

Contact our institutional team to learn more about systematic investing

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There is no guarantee that a positive investment outcome will be achieved. Diversification may not fully protect one from market risk.