Considering multifactor ETFs for your clients' portfolios?

May 3, 2019

 
Frank Chism

Frank Chism
Vanguard Senior Product Manager

Advisors have been quick to adopt multifactor ETFs for their clients, according to Vanguard Senior Product Manager Frank Chism in this new Vanguard Market Minute video. Advisors appreciate that these products help them gain access to factor-based investing without having to make timing decisions or pick individual factors to allocate to client portfolios. Frank also provides his take on how factor products in general have been received by the marketplace and how they have performed overall as a means of helping clients meet long-term goals.

Our Factor Center has more tools and resources to assist you with incorporating factors in clients' portfolios. To dive even deeper into the world of multifactor investing, we invite you to join us at 2019 Inside Smart Beta & Active ETFs, June 3–4, at the Hyatt Regency Boston Harbor, during which Doug Grim, Vanguard senior investment strategist, will participate in a multifactor investing panel.

As a conference sponsor, we are happy to offer attendees a $100 discount on registration by using code VANGUARD100. Register here.

Notes:

  • All investing is subject to risk, including the possible loss of principal.
  • Factor funds are subject to investment style risk, which is the chance that returns from the types of stocks in which the fund invests will trail returns from the stock market. Factor funds are subject to manager risk, which is the chance that poor security selection will cause the fund to underperform relevant benchmarks or other funds with a similar investment objective.

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