Updates
MarketWatch: Run, Don’t Walk, From Investing Pros Who Won’t Lay Their Cards on the Table
Wednesday 7th March, 2018Transparency: a competitive tool when it comes to investing
“Regulatory requirements for greater transparency have been perceived by many in the investment community as unnecessarily burdensome. But if investment managers and advisers look past that extra layer of compliance and see investment transparency for the competitive tool it truly can be, they are sure to stand out from competitors who ignore the opportunity.”
Read the full article in MarketWatch by Tom Idzal, Managing Director, Style Research.
Author: Style Research | Categories: News, Portfolio Analysis, Style Research Portfolio Analyzer
Introducing our new default Style Research Style Skyline™
Wednesday 21st February, 2018With hundreds of factors in circulation, and more creative smart beta offerings and factor-based funds in the marketplace, investors may be forgiven for being a little confused. The Style Research Style Skyline™ has long helped investment professionals cut through the noise by providing easy to understand views of key factor exposures and their impacts on portfolio risk and performance. Now we are excited to announce the latest version of the default Style Skyline, fostering even greater insight for today’s dynamic market. Read More
Author: Peter Hopkins | Categories: Markets Analysis, Peer & Competitive Analysis, Portfolio Analysis, Style Research Enterprise, Style Research Funds Analyzer, Style Research Portfolio Analyzer
ETF Strategy: Three Trends Shaping the Future of Asset Management
Tuesday 20th February, 2018Style Research Writes in “ETF Strategy” on the trends to look out for in 2018
As the industry works to cope with new regulation, wades through an outpouring of new products, learns to satisfy investors’ shifting priorities and manages the active-passive debate, the viability of business units will be questioned, and at times radical measures will be taken.
Read the full article in ETF Strategy by Peter Hopkins, COO of Style Research.
Author: Style Research | Categories: News
Three Trends Shaping the Future of Asset Management
Tuesday 13th February, 2018
As the industry works to cope with new regulation, wades through an outpouring of new products, learns to satisfy investors’ shifting priorities and manages the active-passive debate, the viability of business units will be questioned, and at times radical measures will be taken. Read More
Author: Peter Hopkins | Categories: Portfolio Analysis, Research Topics, Style Research Enterprise, Style Research Portfolio Analyzer
TabbFORUM Interview #2: Factor Investing – The Need for Transparency
Friday 26th January, 2018Style Research’s Bernie Nelson sits down with Larry Tabb of TABB Group for the second TabbFORUM video on factor investing. Missed part one? Check it out here.
Author: Style Research | Categories: Peer & Competitive Analysis, Portfolio Analysis, Style Research Funds Analyzer, Style Research Peer Insights, Style Research Portfolio Analyzer, Updates
Tabb Video: Is factor investing disrupting the traditional investment landscape?
Friday 26th January, 2018Factor investing: What does it mean for the future?
Bernie Nelson, President of Style Research North America, sits down with Larry Tabb, of TABB Forum to discuss the rise of factor investing and the portfolio transparency challenge that factors could solve.
Author: Style Research | Categories: News
TabbFORUM Interview #1: Factor Investing – The Key to Investment Success
Monday 22nd January, 2018Style Research’s Bernie Nelson sits down with Larry Tabb of TABB Group for TabbFORUM’s first-ever video series on factor investing, to discuss its growing influence and popularity. Read More
Author: Style Research | Categories: Markets Analysis, Peer & Competitive Analysis, Portfolio Analysis, Style Research Funds Analyzer, Style Research Peer Insights, Style Research Portfolio Analyzer, Updates
Roussotte Appointed CEO of Style Research
Tuesday 9th January, 2018London, January 9, 2018; Style Research, the global standard for factor-based analysis, has appointed experienced fintech leader Sebastien Roussotte as Chief Executive Officer. Read More
Author: Style Research | Categories: News
Q4 2017 Factor Performance Results Webinar – Recap
Friday 5th January, 2018Style 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.
The article below recaps the live presentation by Style Research’s Bernie Nelson, President, North America, and Tom Idzal, Managing Director. Detailed reports and the webinar recording are also available.
Author: Style Research | Categories: Markets Analysis, Quarterly Style Factor Performance, Style Research Markets Analyzer
In the News: Factor Investing – 2017 and Beyond
Wednesday 27th December, 2017“Markets Media” article by Style Research on the growing importance of factor-based investing and how it’s evolved in 2017
Markets Media published a Q&A with Kirsten English, CEO of Style Research. In this interview, Kirsten discusses how factor investing evolved over the past year as well as the importance of factors in understanding portfolios, comparing them on a level field and applying a common factor-based framework to assess risk and performance attribution. She also discusses the critical role for factors given the growth of ETFs, regional considerations for global investing, how to look at ESG, and some common mistakes in applying factors. Kirsten wraps up with forecasts on the continuing evolution of factor investing in 2018 and how that will impact product development.
Read the full article in Markets Media by Kirsten English, CEO of Style Research. Read More
Author: Style Research | Categories: News, Peer & Competitive Analysis, Portfolio Analysis
