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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Portfolio Analysis

Effective Factors: Selecting Species From the Factor Zoo

An effective analytical framework must rely on a selective set of factors. But how do you know which ones are relevant, unbiased and applicable to multiple product types? Hint: there is more to consider than the latest investment research.

By: Bernie Nelson
Date: Sep 20, 2017
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Latest News

Style Research Expands in Asia Pacific, Opens Offices in Australia and Japan

London, Oct. 17, 2017: Style Research, the industry standard for factor-based equity analytics and portfolio communications, is investing further in Asia Pacific to enhance customer service to clients in the region and accelerate growth.

By: Style Research
Date: Oct 17, 2017
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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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Forecast Growth and Revisions Dominate Factor Performance in Rising Emerging Markets

Emerging markets are on fire. With regional stocks rising by 28% to end-September, momentum and forward-looking growth have been the leading investment styles behind this surge. What is behind the strongest performing factors and how can you position your fund?

By: Peter Hopkins
Date: Oct 3, 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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