Portfolio Analyzer
- Independent integrated service providing Style, structure, risk and performance attribution of client portfolios
- A “white label” product to complement existing client services and to deliver seamless standardized or client-specific analysis
Funds Analyzer
- Peer group comparisons of clients funds and bespoke competitor analysis
- The platform for the development of systematic analysis services for the review of customer portfolios against designated competitors, and standard or customized peer groups
Markets Analyzer
- Monitoring client performance against user-defined theme-based investment strategies
- The foundation to design client-specific performance benchmarks and customized performance attribution analysis and services
Global style perspectives & monthly style summary
- Independent review, interpretation and appraisal of key global equity investment themes
- An independent review of market behaviour and performance characteristics
Style Research News
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.
Click here to view the article.
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 March edition, we look at the William Blair Global Growth Fund, managed by Ken McAtamney and George Greig.
Click here to view the article.