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

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

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

FT Article: Asset management lies between brain surgery and estate agency

In this recent article reprinted from the Financial Times, John Kay discusses that asset management quality is hard to assess and that greater transparency is needed. Says Kay, "Fund houses should differentiate themselves through philosophy and style."

By: Style Research
Date: Jul 6, 2017
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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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The Brexit Effect: How Sectors and Factors Fared in UK Equity Funds

A year on from last June’s shock Brexit referendum result, we take a close look at the last year to analyze the impact of Brexit on market performance, factor performance and fund orientation.

By: Peter Hopkins
Date: Jun 27, 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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