Clear Portfolio Analytics & Communications

Events

Find Style Research at these industry events around the world. Attending any of these yourself? If so, reach out in advance so that we can be sure to connect while there.

Seeking speakers or panelists?

Style Research experts are qualified to speak on a number of topics, from portfolio analytics to effective portfolio marketing and communications to timely investment themes such as ESG or Smart Beta strategies. Our objective perspective and in-depth knowledge are valuable additions to the content developed for events.

Contact us to inquire further.

Date Venue,
Location
Event Details
Apr 29-May 1 2018 National Doral Miami
Miami, FL
AIMSE 41st Annual Marketing & Sales Conference Style Research will be sponsoring the 41st Annual AIMSE Marketing & Sales Conference.
April 10 2018 Online Webinar, hosted by Style Research Q1 2018 Factor Performance Webinar Understand the impact of the market on investment performance this quarter, and gain perspective for upcoming portfolio reviews. Access the webinar recording here.

Click here to Request Q1 2018 Factor Performance Reports in various regions.

Jan 17-18 2018 Intercontinental Toronto Centre
Toronto, ON
AIMSE 25th Annual Canadian Conference Style Research sponsored the AIMSE 25th Annual Canadian Conference.
Jan 15 2018 Online Webinar, hosted by Style Research Asia Pacific Spotlight:
Q4 2017 Factor Performance Webinar
Bernie Nelson of Style Research reviewed factor-based analysis of Q4 2017 market performance, specifically spotlighting Asia Pacific markets. Hear our interpretation on market performance outcomes, presented in our regional Factor Performance Reports.  

Access the webinar recording here.

Jan 5 2018 Online Webinar, hosted by Style Research Q4 2017 Factor Performance Webinar Bernie Nelson of Style Research reviewed Q4 2017 factor performance across regions, and a look back at what happened in all of 2017 in equity factors.

Watch the recording or request the Q4 2017 Regional Factor Performance Reports .

Dec 6 2017 Pied Piper Lounge – Palace Hotel
2 Montgomery St.
San Francisco, CA 94105
AIMSE San Francisco How is factor investing changing the ways funds are marketed?

Andy Iseri, Investment Consultant at Callan Associates joined Bernie Nelson, Style Research’s President, North America to share their perspectives on how fund presentations and pitches are evolving. They engaged the group in a dynamic discussion on how investors are more informed, and require more detailed knowledge, including independent methods to present factor exposures, as an integral part of shaping strategies.

Nov 16 2017 Montcalm Royal House Hotel, EC2A 1DX, London MAP Factor Investing Forum – Can factor investing give you a competitive edge? Peter Hopkins of Style Research and senior industry experts, Nick Samuels from Redington and Tom Joy from the Church Commissioners of England, presented their views on factor investing and how it continues to influence the fund selection and portfolio management landscapes.

We also shared best practices for examining hidden exposures in factor funds.

Nov 6, 2017 Grange St Paul’s Hotel
10 Godliman Street
London
EC4V 5AJ
AIMSE Europe Annual Conference Style Research sponsored the AIMSE Europe Annual Conference.
Oct 31 2017

Nov 7 2017

Nov 9 2017

Dec 5 2017

Dec 7 2017

New York City

Washington DC

Boston

San Francisco

Chicago

2017 Responsible Investing Survey Roadshow Events Bernie Nelson of Style Research participated as a panelist in the 2017 Responsible Investing Survey Roadshow, hosted by RBC Global Asset Management in a multi-city roadshow event series.
Oct 10 2017 Online Webinar, hosted by Style Research Q3 2017 Factor Performance Webinar Bernie Nelson, President North America of Style Research discussed what factors drove Q3 2017 market performance across various regions. Watch the recording or request the Q3 2017 Regional Factor Performance Reports .
July 11 2017 Online Webinar, hosted by Style Research Q2 2017 Factor Performance Webinar Peter Hopkins, COO of Style Research discussed Q2 market performance across regions vs. Q1 and 2016 and how to incorporate these perspectives into upcoming quarterly performance reviews.

Access the webinar recording here.

May 24 2017 Online Webinar, hosted by Style Research Driving Differentiation With a Factor Framework Peter Hopkins, COO of Style Research discussed new methods to incorporate a factor-based approach across markets, peers and portfolio analytics to differentiate investment products.

Click here to access the webinar recording.

Apr 25 2017 Courthouse Hotel
335 – 337 Old street
London
EC1V 9LL
AIMSE London – Annual Consultants Conference Style Research participated in the annual AIMSE Consultants Conference in London.
Apr 11 2017 Online Webinar, hosted by Style Research Q1 2017 Factor Performance Webinar Watch the webinar recording of our Q1 2017 Factor Performance analysis. Understand the impact of the market on investment performance, and gain perspective for upcoming quarterly reviews.

Click here to access the recording.

Jan 25 2017 Online Webinar, hosted with Fund Intelligence Factor Investing in the Real World Bernie Nelson of Style Research discussed how to compare and communicate factor-based investment strategies, and provided practical insights into evaluating funds with objective factors. Access the presentation, or hear the recording.
Jan 18-19 2017 Intercontinental Toronto Centre
Toronto, ON
AIMSE 24th Annual Canadian Conference Style Research sponsored the AIMSE 24th Annual Canadian Conference.
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