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
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.
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.
Analysts delve deep into portfolio holdings to see what drives performance.
The Artisan International Value fund is a firm favorite with professional buyers, and rightly so given its strong long- and short-term performance. Read the Citywire article, including independent analysis and charts from Bernie Nelson of Style Research.
As factor-based investment products and strategies become increasingly prolific and sophisticated, it’s paramount for associated analytics to evolve at the same pace. Dr. Peter Hopkins, COO of Style Research, recently addressed this topic at the AIMSE Europe Consultants Conference, held on April 25th, 2017. Peter discussed new methods to incorporate a consistent, factor-based approach across market performance, peer group comparisons and individual portfolio analytics to differentiate investment products.
Every month and quarter, Style Research produces an in-depth series of reports covering key equity factors. On April 11th, 2017, Style Research communicated our Q1 2017 Factor Performance Study via a heavily-attended, live webinar. Read More
BOSTON, MA – April 11th, 2017 – Style Research, an independent, global provider of portfolio style, risk and performance analytics, today released the results of their Q1 Factor Performance Study via live webinar. The study, which encompassed North America, Global, European and Emerging Markets, breaks down how various factors performed in Q1 2017.
Analysts delve deep into portfolio holdings to see what drives performance
Value roared back into favor last year, so it’s not surprising that the John Hancock Classic Value fund also delivered a strong performance. Read the Citywire article, including independent analysis and charts from Bernie Nelson of Style Research.
Style Research reports strong performance for Value factors in 2016. Financial Times leverages the analysis.
As discussed in John Authers’ article, “Value investing back in fashion amid Great Rotation,” Value factors saw an unprecedented “worst to first” rebound in 2016 after eight years of underperformance. Bernie Nelson of Style Research spoke to John Authers about what drove the Value reversal, how the shift correlates to the “great rotation” away from bonds and why Momentum and Low-Vol investors are happy to put 2016 behind them.
Read the Financial Times article recapping the 2016 analysis.
Value investors finally have something to cheer about.
Their favoured investing style roared back into fashion in recent months after a long, painful period of underperformance. Such shifts in style often persist, so fans of bargain equities may have much more to crow about in the months ahead.
Read The Globe and Mail article, featuring insight from Bernie Nelson of Style Research.