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

Q1 2017 Factor Performance Study Webinar – RECAP

Style Research communicated our Q1 2017 Factor Performance Study via a live webinar. Attendees gained additional insight into the first quarter, beyond the value reversal headline.

By: Style Research
Date: Apr 13, 2017
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Portfolio Analysis

Driving Differentiation with a Factor Framework: Catch the Encore!

NEW! Access the recent webinar recording to learn how to pinpoint objective, factor-based insights into portfolio analysis. With detailed factor analytics, fund-to-fund comparisons reveal unexpected distinctions.

By: Style Research
Date: May 31, 2017
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Portfolio Analysis

Did that portfolio’s factor exposure make a difference this quarter?

Next in our series exploring consistent factor analysis, we dive deeper into the portfolio level to understand the role of factor exposures in performance attribution and stock selection.

By: Tom Idzal
Date: Apr 5, 2017
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Latest News

How to differentiate equity products: Six “must haves” for a style factor framework

How do you compare a fundamental active manager, a quantitative active manager, and a smart beta product? Professional fund buyers…

By: Bernie Nelson
Date: Jun 5, 2017
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FundFire: Factor Analysis Crucial To Manager Evaluation

Factor investing provides opportunities for managers to design innovative products and attract new flow, but to succeed industry participants have to find a way to stand out in an increasingly crowded market.

By: Style Research
Date: May 25, 2017
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Style Research Releases Q1 Factor Performance Study

Key takeaways from Q1 Factor Performance Study includes what appears to be a reversal from from Value to Growth, potentially marking the conclusion of the remarkable Value surge that closed out 2016.

By: Style Research
Date: Apr 12, 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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