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Roussotte Appointed CEO of Style Research

Tuesday 9th January, 2018

London, 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

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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

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

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Factor ETFs – Eat before you pay

Wednesday 20th December, 2017

Style Research Writes in “ETF Strategy” on the Need for a Consistent Factor Framework for ETFs

“There are lots of ways to entice people into parting with their money – and attractive packaging and descriptions are near the top of the list. ETFs are no exception to the aggressive marketing taking place; neither are the factors that are often used to calibrate the performance of these investments. But can you really trust the products? And what should you look out for?”

Read the full article in ETF Strategy by Peter Hopkins, COO of Style Research. Read More

Author: Style Research | Categories: News, Peer & Competitive Analysis, Portfolio Analysis

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Style Research’s Bernie Nelson Appointed Ambassador of the Transparency Task Force

Tuesday 24th October, 2017

Boston, MA – Oct. 24, 2017 – The Transparency Task Force, a collaborative, campaigning community dedicated to driving up the levels of transparency in financial services globally, has appointed Bernie Nelson, President of Style Research North America, as an Ambassador and Founding Member of its North American team.

Read More

Author: Style Research | Categories: News, Uncategorized

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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

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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

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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

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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

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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

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