Style Research is an independent international provider of Global Investment Research and Portfolio Analysis Applications. We specialize in holdings and returns based Style, Risk and Performance analysis of portfolios, funds and markets and offer a variety of analysis and research services to professional investment institutions worldwide.
Over 300 international institutions find our flexible analysis refreshingly easy to use, understand and communicate. Investment Managers gain intuitive proof statements of their investment processes, and clearly demonstrate how investment views are reflected in portfolios, and drive performance.
Consultants, Fund of Fund Managers, Advisors, and Investors are able to gain deeper understanding of manager strategies, styles and investment risk. They can improve diligence and monitoring processes, and also achieve more meaningful communications with their managers, clients and prospects.
Style Research Blog
Monthly Style Summary to End November 2013
As equity market gains moderated during November, Style patterns became more difficult to detect and, where discernible, inconsistent across major market regions. But even though broad Style categories show mixed patterns, within the basic Styles, individual factor rewards give indications of market sentiment. Momentum and Beta are providing positive relative performance but, more importantly so is Forecast Earnings Growth.
Chilly climate for ESG investing
“O God, make me good, but not yet,” wrote Evelyn Waugh in Brideshead Revisited. Proponents of environmental, social and corporate governance-related investing have long argued there is an economic benefit to sustainability. But finding empirical evidence to support the notion is far from straightforward.