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Q1 2015 US STYLE FACTOR PERFORMANCE STUDY

Growth was strong in US, but not across all sub-types

With the US market posting modest gains year-to-date, our Q1 2015 Style Factor Performance Summary examines the performance of specific style factors and highlights interesting themes from those return patterns.

Objective, factor-specific style observations often provide significantly deeper insights than broad “Value” or “Growth” index based classifications. This quarter was no exception. Institutional portfolios are frequently differentiated using these more nuanced style approaches.

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Not all ESG factors contribute equally to performance

An increasing body of evidence shows companies that score well on environmental, social and corporate governance (ESG) metrics also tend to perform better than the market average. This combined with strengthening notions of fiduciary duty means ESG has become a practical element of investment management. But analysis by Style Research showed the three categories that made up ESG did not contribute equally to returns. 

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