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

Q4 2017 Factor Performance Results Webinar – Recap

Style Research provides in-depth analysis covering key equity factors on monthly and quarterly bases. On January 5, 2018, Style Research presented the Q4 2017 Factor Performance analysis via a live webinar attended by hundreds of investment professionals.

By: Style Research
Date: Jan 5, 2018
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Peer & Competitive Analysis

Top Performing Equity Income Funds: How Different Can They Be?

Peer groups of funds share similar characteristics. So why can you find so many vast differences between them? We look at three equity income funds and use factors to perform an in-depth comparison of these funds and peer products.

By: Anett Galosfai
Date: Dec 1, 2017
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Portfolio Analysis

Three Trends Shaping the Future of Asset Management

Asset management is a dynamic industry that keeps evolving and continues to face change. Here at Style Research, we’ve summed up the top three trends that will make a difference in 2018.

By: Peter Hopkins
Date: Feb 13, 2018
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Latest News

Introducing our new default Style Research Style Skyline™

Extra factors. Three additional style categories. What is behind the updated default Style Research Style Skyline? Peter Hopkins dives into the newest version to enhance modern portfolio construction and investing.

By: Peter Hopkins
Date: Feb 21, 2018
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Three Trends Shaping the Future of Asset Management

Asset management is a dynamic industry that keeps evolving and continues to face change. Here at Style Research, we’ve summed up the top three trends that will make a difference in 2018.

By: Peter Hopkins
Date: Feb 13, 2018
Read More

TabbFORUM Interview #2: Factor Investing – The Need for Transparency

In this second TabbFORUM video on factor investing, Larry Tabb interviews Style Research’s Bernie Nelson, President, North America. Nelson dives deeper into the world of factor investing, the issues investors are facing and what he is looking out for in 2018.

By: Style Research
Date: Jan 26, 2018
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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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