We are scheduling a series of training and orientation sessions for users of the Style Research Portfolio Analyzer software.
Sessions are offered at no charge to users of the Portfolio Analyzer service and subscribers are encouraged to send as many users as might benefit from improving their understanding of the service.
Each session will focus on:
A Improving User Knowledge and Skill
- Loading / Running Analyses (Standard & Advanced Load, Batching, Stock Lookup, New Analysis Options)
- Snail Trails and Fund of Funds Techniques (Standard & Advanced Trails; Using Fund of Funds Analysis)
- Exploring and Interpreting the Analysis (Using Output Files, Style, Structure and Risk Analysis Explained)
B Familiarizing Users with Recent Enhancements
- The New Macro Economic Factors (Description and Interpretation of Factor Scores and Tilts)
- New Ways to Assess Risk (Changeable Lookback Risk, Alternative Risk Matrices)
- New Analysis Factors (Alternatives to the Default Analysis, New Forecast Factors and Quality)
- Funds Data (The Highway Access Link to Data on Third Party Holdings Data)
The first of these training and orientation sessions will be held on Monday 3rd September, from 10 AM until 2 PM at The Marylebone Hotel, 47 Welbeck Street London W1U 8DN.
Places for this first session are limited so please confirm your intention to attend as soon as possible.
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.