We are a portfolio analytics business serving the global investment community.
We are renowned for our powerful and perceptive Style-based portfolio analytics.
Our easy-to-use analytics platform provides insights that are clear and concise.
Recognising what is really driving Style, risk and performance helps clients to truly understand their portfolios, and the investment themes that affect them.
This helps them to perform better, win assets, and deepen relationships with their clients.
In short, we enable the investment community to understand, communicate, and act on their portfolios.
Style Research Blog
MONTHLY STYLE SUMMARY TO END JANUARY 2016
Equity markets began 2016 with much volatility, fuelled by concerns about China, where stocks fell by more than 20% over the month. The 6% drop in Developed World was dragged down by double digit losses in Basic Materials and Financials in many markets, but moderated by Utilities and Telecoms where returns were flatter. Unsurprisingly low Beta was the strongest Style performer, but both Value and Growth showed pockets of performance around the world. Read More
ESG BREAKFAST SEMINAR
“ESG post-COP 21: what are the opportunities and the risks in this climate of energy transition and decarbonisation of portfolios? “
Topics for Discussion:
- What are the opportunities and the risks?
- The new French Energy Transition law and the Montreal Carbon Pledge: theimpact on investors
- How can the transparency of ESG factors be managed for reporting?
- What are the best practises?