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Style Guide: Emerging markets: Dimensional takes a different direction

Monday 17th July, 2017

Analysts delve deep into portfolio holdings to see what drives performance.

 

 

 

 

Dimensional Fund Advisors’ Emerging Markets Value Portfolio is among the largest mutual funds focused on developing economies, housing $18 billion. Emerging markets have traditionally been seen as an area where active managers have an advantage, given market inefficiencies and the risks involved. Read the Citywire article, including independent analysis and charts from Bernie Nelson of Style Research.

Author: Style Research | Categories: News, Portfolio Analysis, Updates

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

Thursday 6th July, 2017

Fund houses should differentiate themselves through philosophy and style, says John Kay

By John Kay
732 words
30 June 2017
Financial Times – FTfm (FT.com)

Copyright 2017 The Financial Times Ltd. All rights reserved.

The asset management sector in the UK is very competitive, but not very price competitive. This seeming paradox runs through the Financial Conduct Authority’s report on asset management, but is never adequately recognised or explained. But only by acknowledging it can regulators help to create an industry that works better for investors and for the economy as a whole.

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Author: Style Research | Categories: News, Portfolio Analysis

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How to differentiate equity products: Six “must haves” for a style factor framework

Monday 5th June, 2017

Six must haves for a style factor framework

How do you compare a fundamental active manager, a quantitative active manager, and a smart beta product?

Professional fund buyers and fund sellers don’t just look at historic performance or fees to differentiate equity products. Fund buyers demand more visibility into what they are buying or holding. What is the future potential for return and risk? Will buying or holding this product match their investment preferences and fit into their existing portfolio? Will the fund provider continue to manufacture a consistent product? Fund sellers also know that clear portfolio insights are essential to deliver their key messages and help them stand out from the crowd. They need proof statements to help them win business and retain clients. As in any market, other than competing on price, sellers must differentiate – or they will die. Read More

Author: Bernie Nelson | Categories: News, Peer & Competitive Analysis, Research Topics, Updates

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Driving Differentiation with a Factor Framework: Catch the Encore!

Wednesday 31st May, 2017

Discover ways to distinguish funds on our recent webinar recording

Style Research held a webinar on factor analytics, presented by our COO, Dr. Peter Hopkins, an expert in portfolio analysis and investment research. Peter focused on how a factor-based approach can pinpoint differentiation between funds, even those that might seem similar. He also discussed how analyzing factors consistently – connecting market, peer group and individual portfolio performance – leads to a clearer investment picture backed by objective and unambiguous metrics. The webinar is geared toward investment professionals grappling with the proliferation of factors and lack of adequate analytics. You can access the recording here.

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Author: Style Research | Categories: News, Peer & Competitive Analysis, Updates

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Factor Analysis Crucial To Manager Evaluation

Thursday 25th May, 2017

Factor investing provides opportunities for managers to design innovative products and attract new flow, but to succeed industry participants have to find a way to stand out in an increasingly crowded market.

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Author: Style Research | Categories: News, Updates

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