Clear Portfolio Analytics & Communications

Portfolio Analytics for Investment Professionals

Asset Managers

Understand the underlying exposures of your funds with holdings-based analytics. Compare your products to competitors and develop confident communications.

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Asset Owners

Make clear investment and manager decisions based on a deeper perspective of what is driving portfolios. Compare factors between funds and perform due diligence.

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Consultants & Advisors

Assess opportunities thoroughly with market, peer and fund analytics based on investment styles and underlying factors. Produce clear reports and communications.

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Latest Insights

Markets Analysis

Q3 2017 FACTOR PERFORMANCE RESULTS WEBINAR – RECAP

What were Q3’s dominant factors driving performance across the world’s major markets? Bernie Nelson reveals Q3 results in a live webinar and regional reports. Access the materials.

By: Bernie Nelson
Date: Oct 12, 2017
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Peer & Competitive Analysis

Case Study: A factor-based analysis of three US Large Value funds

Funds with basic style labels can mask underlying strategies and result in very different products. This case study pinpoints critical distinctions between funds when compared using an objective factor-based framework.

By: Style Research
Date: Aug 8, 2017
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Markets Analysis

Factor Investing Forum 2017: Strategies from Investment Practitioners

Experts from Redington, Church Commissioners for England, and Style Research discussed the role of factors in fund analysis, how to understand what is truly within a fund despite the label, and the future of active strategies.

By: Style Research
Date: Nov 17, 2017
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Latest News

Factor Investing Forum 2017: Strategies from Investment Practitioners

Experts from Redington, Church Commissioners for England, and Style Research discussed the role of factors in fund analysis, how to understand what is truly within a fund despite the label, and the future of active strategies.

By: Style Research
Date: Nov 17, 2017
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Data Alone Cannot Carry the Investment Story

When it comes to quarterly reviews, asset managers are not telling a clear investment story. Why is data the problem? Chestnut Advisory’s recent study pinpoints the issue.

By: Tom Idzal
Date: Nov 16, 2017
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Five trends in Asia-Pacific: A call for factor analytics

From ETFs to ESG to the Asia Region Funds Passport, objective factor analytics help fund managers and buyers understand and compare investments across Asia-Pacific. Here are 5 trends we are watching.

By: Jamie Spark
Date: Nov 9, 2017
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Clear Portfolio Analytics

Style Research empowers clear portfolio decision-making, effective collaboration and confident communications among investment stakeholders. Transparent, objective analytics provide rich context to understand what is driving portfolios and to ensure clear communications based on recognized standards. Deepen relationships built on trust, transparency and consistent results.

Clients of Style Research can look forward to outstanding, attentive service and the team’s deep expertise. Style Research is well known for being highly responsive and readily available to assist clients.

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