Clear Portfolio Analytics & Communications

Markets Analysis

Q4 2017 FACTOR PERFORMANCE ANALYSIS 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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Q2 2017 Factor Results Releasing on July 11: Which Factors Are Driving Performance?

Monday 10th July, 2017

With the close of the second quarter, we are revealing our latest market analysis and factor performance results on Tuesday July 11. In particular, we will be looking out for the direction  Value factors took. Value had an unprecedented “worst to first” rebound in 2016 after eight years of underperformance, but then reversed course again in Q1 2017. At that point, we also observed a shift towards Growth factors, which were especially strong in US equities. (Access the Q1 2017 analysis.)

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Author: Style Research | Categories: Insights, Markets Analysis

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The Brexit Effect: How Sectors and Factors Fared in UK Equity Funds

Tuesday 27th June, 2017

A year on from last June’s shock Brexit referendum result, negotiations have begun on the terms of Britain’s exit from the European Union. Shortly after the 2016 vote, we discussed the likely economic impact of Brexit, the investment factors anticipated to emerge most strongly, and how managers were positioned to respond. In this update, we review the past twelve months’ activity in three ways:

  • How has the UK market behaved – which sectors and factors performed best over the period?
  • How are domestic UK equity funds oriented, and how have they changed since last year?
  • Which funds performed best, and what drove their returns?

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Author: Peter Hopkins | Categories: Insights, Markets Analysis, Peer & Competitive Analysis, Portfolio Analysis

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