Clear Portfolio Analytics & Communications

Portfolio Analysis

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

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

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?

Read More

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

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

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

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

Three Trends Shaping the Future of Asset Management

Tuesday 13th February, 2018

three trends shaping the future of asset management

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 More

Author: Peter Hopkins | Categories: Portfolio Analysis, Research Topics, Style Research Enterprise, Style Research Portfolio Analyzer

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

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

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

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

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

Factor Investing: 2017 and Beyond

Thursday 21st December, 2017

Factor investing as an approach is gathering pace both for active asset managers and increasingly for those in the passive space. Factors give a detailed view on how funds behave beyond the headline of returns. This assists investors in the selection and comparison of investment options and it guides asset managers in the construction of investment products. But if you take the debate further, factors also provide a view on the overall quality of the strategy behind fund construction and the consistency of this thinking over time. Read More

Author: Style Research | Categories: Portfolio Analysis

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

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

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

One Style. Many Outcomes.

Monday 27th November, 2017

Consider how your factor choices affect your risk premia

Increasing numbers of investors are embracing factor investing. Many lower cost vehicles, designed to give exposure to popular styles, have been launched to meet the demand. But do investors really know what they’re getting? There is a dizzying array of outcomes, even for seemingly well-defined strategies. Read More

Author: Peter Hopkins | Categories: Portfolio Analysis, Style Research Markets Analyzer

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