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Index IDEA: ETF leaders discuss the value of taking a multi-factor view on the markets

Experts from leading ETF issuers gathered with global index leader FTSE Russell at the annual #InsideETFs industry conference this week to discuss the growing popularity of multi-factor approaches and the implications for market participants of using multi-factor indexes.

Led by FTSE Russell moderator Rolf Agather and including Kevin O’Leary of O’Shares Investments, Arne Noack of Deutsche Asset Management, Yasmin Dahya of JP Morgan Asset Management and Matthew Bartolini of State Street Global Advisors, the panel encapsulated the general outlook on multi-factor ETFs and particular approaches each organization has taken to address this growing market.

Kevin O’Leary - Chairman & Founder, O’Shares Investments:

“Exchange Traded Funds (ETFs) are the most disruptive and industrious change that investment managers have seen in decades.  As a consummate entrepreneur, I want to be involved and think that new innovative ETFs with a rules based approach could be the primary driver of this tremendous growth.”

Arne Noack – Director, ETF Product Development, Deutsche Asset Management:

“Historically, investors have pursued exposure to single equity factors to seek higher performance compared with standard benchmark indices. The outperformance of individual factors can be highly cyclical, however, which is why an increasing number of investors are considering multi-factor ETFs as strategic holdings in their portfolios. These ETFs can help diversify across a number of potential sources for outperformance.”

Yasmin Dahya – Vice President, ETP Solutions, JP Morgan:

“J.P. Morgan Asset Management’s ETF clients asked for a means of capturing diversified multi-factor exposure while minimizing downside market volatility. The JPMorgan Diversified Factor ETFs have enabled us to offer this solution to our clients through an index-based investment approach.“  


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Views expressed by Rolf Agather of FTSE Russell, Kevin O’Leary of O’Shares Investments, Matthew Bartolini of State Street Global Advisors, Arne Noack of Deutsche ETFs and Yasmin Dahya of JP Morgan ETFs are as of January 23rd and subject to change. These views do not necessarily reflect the opinion of FTSE Russell or the LSE Group.

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