Portfolio Analyzer
- Analysis and insights into the Style, structure, risk and performance attribution of internally and externally managed investments
- Supporting analysis for internal reviews and trustee reports
- Communications with external managers
- Manager search, shortlist evaluations and finalist comparisons
- Total plan and detailed fund of funds and multi-manager analysis
- Portfolio due diligence monitoring and analysis
Funds Analyzer
- Fund comparisons through time, against identified competitors and standard or bespoke peer groups
- Manager searches, shortlist evaluations and tailored peer group analysis
- Fund of funds construction and review
Markets Analyzer
- Flexible Style-based and factor-based investment research
- Review and statistical appraisal of systematic investment strategies and portfolio construction methods
- Monitoring manager performance against user-defined theme-based investment strategies
- Factor-based stock selection
- Time series data on security fundamentals
Global style perspectives & monthly style summary
- Review, interpretation and appraisal of key global equity investment themes
- Current and historical analysis of key Style factors within individual markets and across global market regions
- Statistical evaluation of the significance and forecastable nature of the important Styles
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.