As the current bull market charges on, more investors are implementing a range of factor-based investment strategies to build a stronger, diversified portfolio.
On the upcoming webcast, 4th Quarter Factor Views: Understanding Today’s Market, Samantha Azzarello, Vice President, Global Market Strategist for J.P. Morgan Asset Management; Joe Staines, Research Analyst and Portfolio Manager at J.P. Morgan Asset Management; and Anthony Caruso, Beta Specialist Associate for J.P. Morgan Asset Management, will look at various factor strategies that can help target specific exposures and investment outcomes to prepare for possible changes in market conditions ahead.
When considering factor-based investments or smart beta ETF strategies, investors may take broad strokes that cover multiple investment factors for a diversified approach or pick and choose individual factor exposures.
For example, J.P. Morgan has come out with a line of U.S. smart beta ETFs, including broad strategies like the JPMorgan Diversified Return US Equity ETF (NYSEArca: JPUS), along with single-factor strategies, including the J.P. Morgan U.S. Value Factor ETF (NYSEArca: JVAL), J.P. Morgan U.S. Quality Factor ETF (NYSEArca: JQUA), J.P. Morgan U.S. Momentum Factor ETF (NYSEArca: JMOM), J.P. Morgan U.S. Minimum Volatility ETF (NYSEArca: JMIN) and J.P. Morgan U.S. Dividend ETF (NYSEArca: JDIV).
The U.S. Value Factor ETF is designed to provide exposure to attractively priced stocks. JVAL tries to reflect the performance of the J.P. Morgan U.S. Value Factor Index, which is comprised of U.S. securities included in the Russell 1000 Index and selects constituents based on diversified measures of their valuation.