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

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

One Style. Many Outcomes.

How do factor and construction decisions result in significantly different outcomes, even in single-style funds, like value?

By: Peter Hopkins
Date: Nov 27, 2017
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Latest News

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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One Style. Many Outcomes.

How do factor and construction decisions result in significantly different outcomes, even in single-style funds, like value?

By: Peter Hopkins
Date: Nov 27, 2017
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Style Research CEO Kirsten English Featured In “2017 Women in FinTech Powerlist”

LONDON/BOSTON (Nov 22, 2017) - Style Research, the industry standard for factor-based equity analytics and portfolio communications, proudly announces today…

By: Style Research
Date: Nov 22, 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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