Updates
Style Research Expands in Asia Pacific, Opens Offices in Australia and Japan
Tuesday 17th October, 2017London, 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. In addition to opening offices in Melbourne and Tokyo, the firm has hired Jamie Spark as Managing Director for the region. Read More
Author: Style Research | Categories: News
Q3 2017 FACTOR PERFORMANCE RESULTS WEBINAR – RECAP
Thursday 12th October, 2017Style Research recently released Q3 2017 Factor Performance Results. The article below recaps the live presentation by Bernie Nelson on October 10, 2017. Detailed reports and the webinar recording are also available. Read More
Author: Bernie Nelson | Categories: Markets Analysis, Quarterly Style Factor Performance, Style Research Markets Analyzer
Monthly Style Summary for September 2017
Monday 2nd October, 2017Every month and quarter, Style Research publishes an in-depth series of reports in our Global Style Perspectives package. This is the summary of the report to end September 2017.
Author: Style Research | Categories: Monthly Style Summary
U.S. News Article: What to Do When Your Index Fund Changes
Wednesday 13th September, 2017Bernie Nelson of Style Research discusses with U.S. News what to watch out for when a benchmark changes. Careful measurement is key when evaluating subsequent changes in an index fund. “The changes are not always immediately obvious,” says Bernie. What should investors consider?
Read more in the U.S. News & World Report article by Jeff Brown, “What to Do When Your Index Fund Changes.”
Author: Style Research | Categories: News, Portfolio Analysis, Updates
Style Research Analyzes Latest Factor Performance for the FT
Thursday 7th September, 2017
Authers’ Note: The Value of a Clean Balance Sheet
“Value is often a style that begins to win as soon as economies start to recover.” So why is value underperforming? John Authers of the FT spoke to Bernie Nelson of Style Research to understand what is happening. Bernie observes that so far this year, it is actually the factor of predicted growth that is contributing most to performance.
Read more in the Financial Times article, Authers’ Note: The Value of a Clean Balance Sheet, including Style Research analysis.
Author: Style Research | Categories: News, Portfolio Analysis, Updates
Style Guide: Rediscovering Magellan
Tuesday 5th September, 2017Analysts delve deep into portfolio holdings to see what drives performance.
The Fidelity Magellan fund, it is fair to say, has had its ups and downs. This should perhaps be no surprise given it was launched in 1963. Since then it has had eight managers, each one doing things differently from the last. Read the Citywire article, including independent analysis and charts from Bernie Nelson of Style Research.
Author: Style Research | Categories: Insights, News, Portfolio Analysis, Updates
Monthly Style Summary for August 2017
Monday 4th September, 2017Every month and quarter, Style Research publishes an in-depth series of reports in our Global Style Perspectives package. This is the summary of the report for August 2017.
Author: Style Research | Categories: Monthly Style Summary
Monthly Style Summary for July 2017
Thursday 3rd August, 2017Every month and quarter, Style Research publishes an in-depth series of reports in our Global Style Perspectives package. This is the summary of the report for July 2017.
Author: Style Research | Categories: Monthly Style Summary
Style Guide: Emerging markets: Dimensional takes a different direction
Monday 17th July, 2017Analysts delve deep into portfolio holdings to see what drives performance.
Dimensional Fund Advisors’ Emerging Markets Value Portfolio is among the largest mutual funds focused on developing economies, housing $18 billion. Emerging markets have traditionally been seen as an area where active managers have an advantage, given market inefficiencies and the risks involved. Read the Citywire article, including independent analysis and charts from Bernie Nelson of Style Research.
Author: Style Research | Categories: News, Portfolio Analysis, Updates
FT Article: Asset management lies between brain surgery and estate agency
Thursday 6th July, 2017Fund houses should differentiate themselves through philosophy and style, says John Kay
By John Kay
732 words
30 June 2017
Financial Times – FTfm (FT.com)
Copyright 2017 The Financial Times Ltd. All rights reserved.
The asset management sector in the UK is very competitive, but not very price competitive. This seeming paradox runs through the Financial Conduct Authority’s report on asset management, but is never adequately recognised or explained. But only by acknowledging it can regulators help to create an industry that works better for investors and for the economy as a whole.
Author: Style Research | Categories: News, Portfolio Analysis
