Clear Portfolio Analytics & Communications

Portfolio Analysis

Did that portfolio’s factor exposure make a difference this quarter?

Wednesday 5th April, 2017

This is the final article in a four-part blog series on a factor-centric approach to understanding performance, discussing market, peer group and, below, factor exposure for portfolio analysis.

Over the past few weeks we have been examining the opportunity to reveal deeper insights through analysis of independent, well-known factors. We are now armed with a clear understanding of how factors performed in the recent equities market. We have also determined which products within peer groups have benefitted most. So we’re well placed to dive deep into the details of a specific portfolio and factor exposure within that peer group. Ultimately, our objective is to obtain detailed insights as to the portfolio’s performance versus expectations given the recent market conditions.

Read More

Author: Tom Idzal | Categories: Insights, Portfolio Analysis

Share on FacebookShare on Google+Tweet about this on TwitterShare on LinkedIn

Building a Portfolio’s Story: The Catch-22

Wednesday 15th March, 2017

This is the first article in a four-part blog series on a factor-centric approach to understanding performance, discussing market, peer group and portfolio analysis.

As Q1-2017 draws to a close, the investment community is preparing for the upcoming performance review season. During these investment performance reviews, investors are seeking objective and comprehensible stories that ultimately serve to either shake or strengthen their investment manager relationships. However, performance reviews are not solely about measuring performance to the third basis point. Investors are also incorporating context and perspectives about what has happened in various geographic markets and how that led to specific classes or peer groups having outperformed. Performance review season is ultimately about creating, delivering and gaining confidence around a story. It is a complex process and, unfortunately, today there exists a widespread problem.

Read More

Author: Tom Idzal | Categories: Insights, Markets Analysis, Peer & Competitive Analysis, Portfolio Analysis

Share on FacebookShare on Google+Tweet about this on TwitterShare on LinkedIn

Lifting the lid on T. Rowe Price’s core conformer top performer

Thursday 12th January, 2017

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

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

Share on FacebookShare on Google+Tweet about this on TwitterShare on LinkedIn

Under the hood of Fidelity’s Contrafund

Wednesday 21st December, 2016

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

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

Share on FacebookShare on Google+Tweet about this on TwitterShare on LinkedIn

Factor Investing Forum: Highlights from a Practical Discussion

Tuesday 20th December, 2016

Style Research hosted a Factor Investing Forum in New York City on December 7. This is the first in a series of planned factor investing events which will continue in the US and in Europe in 2017. These sessions bring together expert practitioners to share how they are approaching and implementing factor investing, connecting an important industry theme to real-world practice.

Read More

Author: Style Research | Categories: Events, Markets Analysis, Portfolio Analysis, Presentations, Updates

Share on FacebookShare on Google+Tweet about this on TwitterShare on LinkedIn

[NEWS] ​Equities.com: Style Research Digs Deeper on How Do You Invest in ESG

Monday 21st November, 2016

“What is ESG? For anyone familiar with investing, the acronym for “environmental, social, and corporate governance” is a familiar one. It’s at the core of taking an approach to investing that factors in long-term sustainability, considering a range of risk factors surrounding a company’s environmental impact, social responsibility, and a transparent corporate structure that avoids conflicts of interest.

“But ask again with a real emphasis on “is,” and it starts to get a little bit murkier….”

eq-logo

Read the Equities.com article by Joel Anderson, with perspective from Bernie Nelson of Style Research.

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

Share on FacebookShare on Google+Tweet about this on TwitterShare on LinkedIn

[NEWS] Synthesis of stocks, sectors and styles

Monday 21st November, 2016

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

Bill Smead, lead manager of the $1.2 billion Smead Value fund, set up the strategy and firm in 2007 after his last child had left for college. He needed a new project. But the fund is no hobby. Built on beliefs gleaned from legendary investors Peter Lynch, John Templeton and Warren Buffett, Smead’s strategy marries a prescient understanding of demographics with a rigorous stock selection process.

Read the Citywire article, including independent analysis and charts from Bernie Nelson of Style Research.

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

Share on FacebookShare on Google+Tweet about this on TwitterShare on LinkedIn

ESG Seminars Recap – Seattle, San Francisco, Los Angeles

Wednesday 9th November, 2016

Style Research hosted a three-city, West Coast roadshow along with Mercer and RBC Global Asset Management addressing the evolution, evaluation and implementation of environmental, social and governance (ESG) strategies. The attendees came from the institutional asset management, consulting and plan sponsor communities as well from the RIA and Endowment space.

Read More

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

Share on FacebookShare on Google+Tweet about this on TwitterShare on LinkedIn

[NEWS] Scrutinizing Sequoia: are quality and value back in?

Monday 24th October, 2016

Are quality and value back in at Sequoia?

“The Sequoia fund has hit headlines this year for all the wrong reasons. Once a byword for long-term, value-oriented investing, the fund has had an annus horribilis due to its huge position, at peak around 30%, in troubled pharmaceutical company Valeant…”

Read the Citywire article, including independent analysis and charts from Bernie Nelson of Style Research.

logo_citywire

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

Share on FacebookShare on Google+Tweet about this on TwitterShare on LinkedIn
Request a Demo ^