The Style Research Funds Analyzer
Funds Evaluation, Funds Selection, Funds Positioning, Fund of Funds Construction
A global mutual funds competitor evaluation and selection platform.
Holdings-based and returns-based analysis of mutual funds against competitors.
Supported by data on over 13,000 equity mutual funds from early 2005 to the present, the Funds Analyzer permits the user definition of filtered or individually specified peer groups of comparable managers and highlights current structural and historic behavioural differences across a wide variety of analytical factors.
| Funds Analyzer |
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| Fund Profiles constructed on holdings-base and returns-based analysis principles. |
| Skylines, Distributions and more: Fund Profiles and time series analysis of Style, structure and risk characteristics together with performance summaries and liquidity analysis. |
| Customized peer group construction based on industry standard categories, factor filters or individual fund selection. |
| Interactive fund of funds construction, historic review and monitoring. |
| Fund monitoring against background market, sector, Style and other theme returns. |
| Connected to the Style Research Portfolio Analyzer for private portfolio comparison against peer groups. |
Funds Analyzer Recent developments
The Funds Analyzer is undergoing a major upgrade that will result in increased data items for each fund. The user interface is also being refreshed to improve the navigation and fund selection. Additionally, the data flow to the site is being altered to increase the speed at which analysis reaches the database. Users can expect to see this new version later in the year.