Clear Portfolio Analytics & Communications

Solutions for Asset Managers

INCLUDING:  Investment Managers  |  Hedge Funds  |
Private Wealth Managers  |  Private Banks & Family Offices

Style Research solutions support a wide array of critical asset management functions – from holdings-based equity portfolio analysis using style performance, to competitive comparisons and positioning, to confident investment communications and reports:

  • Equity Portfolio Analysis and Monitoring
  • Client Reporting and Communications
  • Internal Reporting and Collaboration
  • Due Diligence
  • Market Analysis and Research
  • Marketing, Product Positioning and Sales

Portfolio Analysis

  • Style, risk and performance attribution for internal review, client reports and marketing
  • Communications with clients and consultants
  • Portfolio due diligence, monitoring and analysis
  • Supporting analysis for management and board communications
  • Plus, for Wealth Managers: Manager search, shortlist evaluations and finalist comparisons; total plan and detailed fund of funds and multi-manager analysis

Peer & Competitor Analysis

  • Peer Insights to compare and understand important differences between portfolios based on detailed style analytics
  • Fund comparisons through time, against identified competitors and standard or bespoke peer groups
  • Competitor assessment and evaluations
  • Funds/funds-of-funds positioning and marketing
  • Plus, for Wealth Managers: Fund of funds construction and review; manager searches, shortlist evaluations and tailored peer group analysis

Market Analysis

  • Flexible style-based and factor-based investment research
  • Review and statistical appraisal of systematic investment strategies and portfolio construction methods
  • Factor-based stock selection
  • Time series data on security fundamentals

Global style perspectives & monthly style summary

  • Review, interpretation and appraisal of key global equity investment themes
  • Current and historical analysis of key style factors within individual markets and across global market regions
  • Statistical evaluation of the significance and forecastable nature of the important styles
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