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Style Research Blog

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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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.

Read More

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

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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 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

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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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Top Performing Equity Income Funds: How Different Can They Be?

Friday 1st December, 2017

After years of record-low interest rates, investors have ramped up their searches for higher yielding products. One obvious choice has become income funds, a trend many asset management firms have realized and embraced by launching an increasing number of income products every year since 2009 across equities, fixed income and multi-asset products. This includes over 840 different equity income-oriented funds competing globally and managing assets of over £600bn (source: Lipper). Read More

Author: Anett Galosfai | Categories: Peer & Competitive Analysis, Style Research Markets Analyzer, Style Research Peer Insights

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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

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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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