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


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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Peer & Competitive Analysis

Differentiating Products Using a Factor Framework: A Presentation from AIMSE UK

Our COO, Dr. Peter Hopkins, recently presented new factor-based, analytical methods to discover product differentiation, using a case study comparing two ETFs. Read the article and request the research.

By: Style Research
Date: Apr 27, 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

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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Building a Portfolio’s Story: The Catch-22

The investment community is preparing for Q1 2017 performance reviews. But are today's specialized analytics causing confusion in understanding performance?

By: Tom Idzal
Date: Mar 15, 2017
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Style Guide: What’s driving John Hancock Classic Value?

Value roared back into favor last year, so it’s not surprising that the John Hancock Classic Value fund also delivered a strong performance.

By: Style Research
Date: Feb 22, 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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