Style Research equity portfolio analysis forms an integral and highly valued component of our consulting tool-kit. It is used extensively across our global investment business, particularly within our consulting teams and Manager Research Boutiques. The depth and breadth of coverage, together with the sophisticated functionality available, provide a unique insight into all aspects of portfolio management. It genuinely complements and strengthens our quantitative and qualitative client deliverables.
Cara Williams – Senior Partner, Investments Global Head of Wealth Management and Technology Solutions, Mercer
Having worked with the Style Research team for over 12 years, I have seen the company grow from a start up in a Hampstead attic to an organisation with a significant global presence and reputation. I still speak to the same people I did way back when; however, clearly the company had been able to cherry pick some key risk and performance hires who have brought added depth and dimension to what still feels like a small family firm.
For me the key to the success of Style Research is that it has never lost sight of its original ethos – "absolute integrity, no nonsense". The product range has been developed for the asset management industry by asset managers. The tools are intuitive, easy to interpret, configure and run. Solution pipelines are quick and responsive. People are friendly, knowledgeable and just as important - around!
Chris Godfrey – Head of Risk and Performance, Hermes
It is hard to believe that we have worked with Style Research for nearly a decade now and there is no doubt in my mind that the analysis provided has prompted us on many occasions to dig deeper and gain more of a fundamental insight in our manager selection process.
Antony John – Chief Executive Officer, FundQuest UK Limited
Principal Global Equities has been using Style Research for more than 10 years. Style Research has proven to provide valuable analytics to support our integrated quantitative and qualitative fundamental investment process. Its innovative analytics are easy to understand and functional to implement for practitioners as well as accurate and rigorous for quantitatively savvy investors and risk managers. For example, we have been successfully using coverage ratio and active share to measure and manage activeness of our portfolios with the analytics embedded in Style Research even prior to these concepts becoming more accepted by the mainstream after the recent recognition by consultants and academics. As a result, we were able to keep our edge in our portfolios to provide highly active portfolios with lower systematic risk profiles. Style Research has more innovative tools and analytics to offer both to practitioners and risk managers alike.
Mustafa Sagun – Chief Investment Officer, Principal Global Equities
We have used Style Research since we started our firm to augment our internal systems for portfolio analysis. As a supplier they have been unfailingly helpful from the early start up days through to our current position. As a research driven firm, it is important to us that our partners share our passion for research and commitment to innovation. In this regard the fit has been excellent as Style Research has continued to develop their capabilities and is clearly driven to enhance and extend their service.
Dr Sandy Nairn – Investment Partner & CEO, Edinburgh Partners Ltd
Our team has enjoyed a long-association with Style Research as its first Multi-Manager client in the mid-1990s. During that time Style Research has continually developed the features of service, to the benefit of Multi-Managers in particular. We have always valued the ''glass-box'' effect it offers, which gives us layer upon layer of detailed information to support our qualitative fund analysis approach. Crucially this gives us consistent information across all portfolios, but it also allows us to experiment with portfolio construction techniques too.
Robert Burdett – Co-Head, Thames River Multi-Capital LLP
Style Research is an elegantly simple-to-use tool that we've utilised for a number of years, to assess the portfolios run by our external and internal managers. It is both transparent and flexible, enabling us to review portfolios relative to each other and to an appropriate benchmark, across a range of style and risk/exposure metrics. The Style Research team has always provided excellent and highly responsive support, whilst focusing their research and development on areas of interest to us and to the wider market, so as to keep the software up-to-date.
Sarah Fromson – Head of Investment Risk and Performance, Wellcome Trust
Style Research Blog
Monthly Style Summary to End April 2013
Developed equity markets made healthy gains over the month. Returns were broadly based across sectors, with very few pockets of underperformance. Japan (continuing its bull run), and Emerging (treading water), received support from Small Growth stocks. Elsewhere, companies with high Dividend Yield remained strong despite stretched valuations. The US provided opportunities for both Value and Growth investors, particularly within sectors.
UNDER THE BONNET: IN CONJUNCTION WITH CITYWIRE GLOBAL
In conjunction with Citywire Global (www.citywireglobal.com), Style Research analyses the driving force behind popular managers in the monthly ‘Under the Bonnet’ feature. In the April edition, we look at the Jupiter European Growth Fund, managed by Alexander Darwall.