Cloud-based enterprise wide portfolio analysis platform for Equity funds and funds of funds. With exceptional graphics and reporting capabilities, the system offers intuitive and transparent insights into equity funds’ Style, Structure, Risk and Performance. Provides browser based access with online distribution and sharing of reports and analysis facilitates communication throughout the organisation, and with clients, prospects and consultants. The enterprise wide cloud-based solution requires no local maintenance enabling reduced I.T. costs and the easy to use interface with drilldown features provides a single solution for equity analysis and reporting.
Flexible Style, Risk, and Performance Appraisal Software for equity and fixed income portfolios. Holdings-based and returns-based portfolio analysis covering 109 markets and over 72,000 equity securities. Comprehensive reports communicate the key aspects of portfolio Style, Risk, and Performance for individual portfolios and funds of funds. The service also includes a Fixed Income Reporting Module covering over 158,000 bond issues in 29 currencies, delivering structure and risk analysis of fixed income and balanced portfolios.
A Funds Competitor Evaluation Platform for the management and positioning of mutual funds invested in the UK, US, Japan, across Europe, Asia,the Emerging Markets and Global Markets. The service,used by fund of fund managers, advisors and fund managers, facilitates the user definition of tailored peer groups and highlights how individual managers have behaved through time relative to competitors and against the return patterns of basic fundamental factors, market sectors and Styles.
An Internet-Based Equity Research Facility to specify, run, and statistically verify Style-based and factor-based research enquiries. Users can investigate the relevance of potential investment strategies (including a comprehensive variety of selection, weighting and rebalancing techniques) and design, construct and maintain specific performance benchmarks. This service also offers direct access to the Style Research 20+ year database of security level equity information across 109 markets.
Practical Review, Interpretation, and Outlook for key global equity investment themes. The analysis explores a wide variety of Style factors in Standard, Sector, and Country Adjusted form and offers considerable analysis relating to the statistical significance and forecastable nature of the various Style factor rewards. See “Style and Style Analysis from a Practitioner’s Perspective,” Journal of Asset Management, March 2000 (available from the Style Research web site).
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.