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

Who has time for the status quo?

In a previous post, we wrote about the challenges of crafting a transparent and objective performance story. Today we focus on setting the Market perspective, often the first step in that process.

By: Tom Idzal
Date: Mar 22, 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

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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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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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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