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Style Research Blog

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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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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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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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

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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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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 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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