What does factor-based investing mean, and what should those who may be considering such an approach keep in mind? Joel Dickson, Vanguard's Global Head of Investment Research and Development and a principal in Vanguard Investment Strategy Group, offers his insights and takeaways based on a new research paper he coauthored.

A look at factor-based investing

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Characterizing the Fed’s decision to make fixed income ETFs part of its COVID-inspired quantitative easing (QE) program a “pretty big deal,” Vanguard’s Johnny Garcia argues that in making bond ETFs part of QE, the Fed “credentialized” ETFs in general and bond ETFs in particular.

S2 E3: Bond ETFs and the Fed

Vanguard ETF Product Manager Johnny Garcia shares data illustrating strong growth in the ETF market, and explains why adoption of ETFs among advisors and investors is accelerating.

S2 E1: ETF trends in 2021: Record inflows and bond ETF popularity

Vanguard’s Johnny Garcia explains why flows into fixed income ETFs are accelerating, and he drills into how well the ETF structure held up during the COVID-related market volatility early in 2020.

S2 E2: The year of the bond ETF

Vanguard ETF Product Manager Johnny Garcia explains the story behind accelerating flows into ETFs so far in 2020 in this bonus episode of the Vanguard Advisor’s Alpha® Podcast.

BONUS: A breakout year for ETFs in 2020

Biases like loss aversion and recency bias can skew your clients’ investing decisions, particularly in volatile markets. Vanguard Senior Advice Strategist Mike DiJoseph explains how advisors can overcome common these human biases.

A look at factor-based investing

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