Welcome to Invesco’s Global Systematic Investing Study 2023. This year, the title of the annual factor investing study has been refreshed, to the Global Systematic Investing Study. This reflects the progression of quantitative investing over the past several years. Since its inception in 2016, the report has provided insights into factor investing. Going forward, the report takes a broader view encompassing the full, and rapidly advancing, systematic investing space.
Systematic investing: the future landscape
Based on interviews with 130 systematic investors, defined as investors that employ structured, rules-based quantitative models and algorithms to make investment decisions, this research collects the opinions of senior decision makers responsible for managing $22.5 trillion in assets (as of March 31, 2023).