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

Effective Factors: Selecting Species From the Factor Zoo

An effective analytical framework must rely on a selective set of factors. But how do you know which ones are relevant, unbiased and applicable to multiple product types? Hint: there is more to consider than the latest investment research.

By: Bernie Nelson
Date: Sep 20, 2017
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Latest News

Effective Factors: Selecting Species From the Factor Zoo

An effective analytical framework must rely on a selective set of factors. But how do you know which ones are relevant, unbiased and applicable to multiple product types? Hint: there is more to consider than the latest investment research.

By: Bernie Nelson
Date: Sep 20, 2017
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U.S. News Article: What to Do When Your Index Fund Changes

What is the impact on an index fund when a benchmark changes? Bernie Nelson of Style Research breaks down for U.S. News what investors should look for before making any decisions.

By: Style Research
Date: Sep 13, 2017
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Effective Factors: Can You Differentiate Products?

Factor investing requires sharp analysis, not simple, blunt style boxes. A factor-based framework provides more effective analysis and detailed comparison of funds, including perspective into the hidden dimensions of portfolio structure and diversification, to provide a confident investment picture.

By: Bernie Nelson
Date: Sep 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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