Clear Portfolio Analytics & Communications

Updates

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

Tuesday 17th October, 2017

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. 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

Share on FacebookShare on Google+Tweet about this on TwitterShare on LinkedIn

U.S. News Article: What to Do When Your Index Fund Changes

Wednesday 13th September, 2017

Bernie 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

Share on FacebookShare on Google+Tweet about this on TwitterShare on LinkedIn

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

Share on FacebookShare on Google+Tweet about this on TwitterShare on LinkedIn

Style Guide: Rediscovering Magellan

Tuesday 5th September, 2017

Analysts 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

Share on FacebookShare on Google+Tweet about this on TwitterShare on LinkedIn

Style Guide: Emerging markets: Dimensional takes a different direction

Monday 17th July, 2017

Analysts 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

Share on FacebookShare on Google+Tweet about this on TwitterShare on LinkedIn

FT Article: Asset management lies between brain surgery and estate agency

Thursday 6th July, 2017

Fund 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.

Read More

Author: Style Research | Categories: News, Portfolio Analysis

Share on FacebookShare on Google+Tweet about this on TwitterShare on LinkedIn
Request a Demo ^