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

Monthly Style Summary for January 2017

Every month and quarter, Style Research publishes an in-depth series of reports in our Global Style Perspectives package. This is the summary of the report for month end January 2017.

By: Style Research
Date: Feb 3, 2017
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Peer & Competitive Analysis

Peer-to-peer portfolio analytics reveal unseen style differences

The sheer volume of funds available on the investment market – and the analytics and research around them – creates an array of challenges that any fund manager, fund buyer or investment consultant is all too familiar with.

By: Tom Idzal
Date: Oct 3, 2016
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Portfolio Analysis

Lifting the lid on T. Rowe Price’s core conformer top performer

The T. Rowe Price US Large-Cap Core fund has delivered top-quartile performance over the past three years against the Morningstar Large Blend peer group. Read the Citywire article including analysis from Style Research.

By: Style Research
Date: Jan 12, 2017
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Latest News

Style Research Analyzes 2016 Value Surge for the FT

Financial Times recently published an article based on the 2016 Style Research Investment Factor Performance Reports. Dominant in 2016 was a return to strong performance for Value factors. Read the FT article below recapping this analysis.

By: Style Research
Date: Feb 2, 2017
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Lifting the lid on T. Rowe Price’s core conformer top performer

The T. Rowe Price US Large-Cap Core fund has delivered top-quartile performance over the past three years against the Morningstar Large Blend peer group. Read the Citywire article including analysis from Style Research.

By: Style Research
Date: Jan 12, 2017
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[NEWS] Value investing back in fashion amid Great Rotation

The Great Rotation is back in the news. For the uninitiated, this is the concept that at some point money will flow out of bonds and into stocks as the historic bull market in bonds finally begins to turn. For some, it is only a matter of time; for others it is a fallacy.

By: Style Research
Date: Jan 11, 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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