Clear Portfolio Analytics & Communications

Markets Analysis

Factor-based strategies can protect against performance cycles

Monday 5th March, 2018

Empirical evidence suggests that factor performance is cyclical. The latest quarterly Style Research factor performance results have shown that in developed markets, growth, especially forecast measures of growth, performed well in 2017. However, 2016 presented an altogether different story where value and yield were strong performers and growth lagged behind all other factor categories.

Diversification benefits are well accepted in the context of portfolio management. In particular, “factor-savvy” investors are likely to diversify their factor exposures from an overall portfolio perspective. But are other investors missing the benefits of using factors for diversification in a fund of funds portfolio?

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Author: Anett Galosfai | Categories: Markets Analysis, Portfolio Analysis

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Introducing our new default Style Research Style Skyline™

Wednesday 21st February, 2018

With 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

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TabbFORUM Interview #1: Factor Investing – The Key to Investment Success

Monday 22nd January, 2018

Style 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

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Q4 2017 Factor Performance Results Webinar – Recap

Friday 5th January, 2018

Style 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.

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Author: Style Research | Categories: Markets Analysis, Quarterly Style Factor Performance, Style Research Markets Analyzer

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Factor Investing Forum 2017: Strategies from Investment Practitioners

Friday 17th November, 2017

The proliferation of funds has led to the explosion of investment factors, factor analysis and factor investing. Everyone – from fund managers to consultants to investors – is trying to find their edge to succeed in a dynamic, if sometimes chaotic or confusing, investment market. Within the debate of active vs. passive strategies, the determination of investment philosophy, and understanding what is truly driving fund creation and performance, what is the role of factors and how can one benefit? Read More

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

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Five trends in Asia-Pacific: A call for factor analytics

Thursday 9th November, 2017

Style Research has been supporting investment professionals across Asia-Pacific for nearly 20 years, providing detailed style and factor analytics to inform the investment processes of asset managers, owners and consultants. With our two new offices in Melbourne and Tokyo, we are looking forward to expanding the services we offer our clients to best support their evolving needs in this dynamic region.

The entire Asia-Pacific region blends established, emerging and frontier markets, making the investment universe and subsequent opportunities for our institutional investment clients vast and varied. It’s an exciting time to invest in Asia-Pacific, but the complexity can be daunting, especially with the proliferation of new ETFs and other products, which are launching on a daily basis. So, let’s take a look at some of the key topics and trends we are helping our clients navigate:   Read More

Author: Jamie Spark | Categories: Markets Analysis

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Seeing Asia-Pacific Performance Through a Factor Lens

Monday 30th October, 2017

Factor investing is playing an increasing role in the Asia Pacific region, with growth and momentum-oriented measures the highlights this year. So with the MSCI AC Asia Pacific ex Japan index scaling new heights, up 27% year to date, and our new offices in Australia and Tokyo just opened, we thought it a great time to take a look at investment opportunities and factor trends across the region. Read More

Author: Peter Hopkins | Categories: Markets Analysis

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