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MarketWatch: Run, Don’t Walk, From Investing Pros Who Won’t Lay Their Cards on the Table

Wednesday 7th March, 2018

Transparency: 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

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ETF Strategy: Three Trends Shaping the Future of Asset Management

Tuesday 20th February, 2018

Style 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

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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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