Clear Portfolio Analytics & Communications

Portfolio Analytics for Investment Professionals

Asset Managers

Understand the underlying exposures of your funds with holdings-based analytics. Compare your products to competitors and develop confident communications.

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Asset Owners

Make clear investment and manager decisions based on a deeper perspective of what is driving portfolios. Compare factors between funds and perform due diligence.

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Consultants & Advisors

Assess opportunities thoroughly with market, peer and fund analytics based on investment styles and underlying factors. Produce clear reports and communications.

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Latest Insights

Markets Analysis

Q2 2017 Factor Performance Analysis Webinar – Recap

Style Research provides in-depth analysis covering key equity factors on monthly and quarterly bases. On July 11th, 2017, Style Research presented the Q2 2017 Factor Performance analysis via a live webinar attended by hundreds of investment professionals.

By: Style Research
Date: Jul 11, 2017
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Peer & Competitive Analysis

Case Study: A factor-based analysis of three US Large Value funds

Funds with basic style labels can mask underlying strategies and result in very different products. This case study pinpoints critical distinctions between funds when compared using an objective factor-based framework.

By: Style Research
Date: Aug 8, 2017
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Portfolio Analysis

FCA Asset Management Study – A recipe for success?

While the final FCA Asset Management Study came down hard on the industry in terms of fees and the need for clearer performance measurement, it may have missed a trick. End-investors need to know more about their managers’ performance than just the absolute returns.

By: Kirsten English
Date: Jun 30, 2017
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Latest News

Case Study: A factor-based analysis of three US Large Value funds

Funds with basic style labels can mask underlying strategies and result in very different products. This case study pinpoints critical distinctions between funds when compared using an objective factor-based framework.

By: Style Research
Date: Aug 8, 2017
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Why You Need Factors to Comply with the DOL Fiduciary Rule

Asset managers and advisors can ensure compliance with the DOL Fiduciary Rule and act in the best interest of clients. A factor-based framework provides the objective insight and supporting details to analyze, compare, group and recommend products to clients.

By: David Merrill
Date: Jul 31, 2017
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Style Guide: Emerging markets: Dimensional takes a different direction

Citywire published factor-based analysis from Bernie Nelson of Style Research on Dimensional Fund Advisors’ Emerging Markets Value Portfolio, which is among the largest mutual funds focused on developing economies. Bernie breaks down how Dimensional's approach is different that most EM funds.

By: Style Research
Date: Jul 17, 2017
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Clear Portfolio Analytics

Style Research empowers clear portfolio decision-making, effective collaboration and confident communications among investment stakeholders. Transparent, objective analytics provide rich context to understand what is driving portfolios and to ensure clear communications based on recognized standards. Deepen relationships built on trust, transparency and consistent results.

Clients of Style Research can look forward to outstanding, attentive service and the team’s deep expertise. Style Research is well known for being highly responsive and readily available to assist clients.

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