Clear Portfolio Analytics & Communications


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,
Event Details
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 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 will 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
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


San Francisco


2017 Responsible Investing Survey Roadshow Events Bernie Nelson of Style Research will be participating 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
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 watch.
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.
Dec 7 2016 The Yale Club, 50 Vanderbilt Ave, New York, NY 10017 Factor Investing Forum Thanks to our guests who attended this event, and to our enlightening speakers, Peter Grant of Mercer Investments and Tim Taylor of the Florida SBA. The event agenda covered:

  • How practitioners are implementing factor investing strategies today.
  • New considerations for measuring and reporting factor-based products.
  • What is next for factor investing as we turn the corner to 2017.

Contact us for more information.

Nov 16 2016 Jumeirah Carlton Tower Hotel, 1 Cadogan Place, Knightsbridge, London SW1X 9PY AIMSE Europe Annual Conference. Find out more about this event. Style Research sponsored this event, and Style Research team members were available to answer questions.
Sep 27 2016

Oct 5 2016

Nov 17 2016




Smart Beta & Factor Investing Roadshow Style Research spoke at this event series, providing unique insights into smart beta investment strategies and analytics. Topics for discussion:

Evaluating smart beta funds on a neutral playing field

  • How to discover the hidden style and risk in smart beta funds
  • Why you should beware the benchmark
  • New approaches to support your fund selection

Contact us to find out more.

Oct 18 2016

Oct 19 2016

Oct 20 2016


San Francisco

Los Angeles

ESG Seminars

Seattle – Oct 18

San Francisco – Oct 19

Los Angeles – Oct 20

Mercer Investments, RBC Global Asset Management and Style Research hosted an informative discussion on ESG investing. Topics included:

  • Practical considerations from Mercer for implementing ESG in portfolios
  • RBC’s perspective on how RIAs, foundations and endowments are approaching ESG
  • Effective ways to satisfy increasing demands for communicating ESG in portfolios

Contact us to find out more.

June 21 2016 The Harvard Club, 35 W. 44th Street, New York, NY ESG Seminar with Meredith Jones of Aon Hewitt, Cary Krosinsky and Style Research This informative seminar discussed how Aon Hewitt fosters constructive conversations regarding sustainable investing; how investors can proactively position solutions to promote sustainable investment goals; and practical ways to satisfy increasing demands for communicating ESG in portfolios.
May 25 2016 City of London Club, 19 Old Broad Street, London EC2N 1DS ESG Seminar with Mercer, ICMA and Style Research This was an exclusive, informative breakfast seminar. We discussed: How Mercer implements advice on ESG and sustainability; New research on how ESG factors can drive alpha; Practical ways to satisfy increasing demands for ESG reporting.
May 1-3 2016 Ritz Carlton Orlando, Grande Lakes
Orlando, FL, USA
AIMSE US 39th Annual Marketing & Sales Conference Style Research attended the 39th Annual AIMSE Marketing & Sales Conference.
Apr 13 2016: The Savoy Hotel, London AIMSE Consultants Conference, Europe Style Research attended the AIMSE Europe Consultants Conference.
Feb 18 2016 L’HÔTEL LE BRISTOL, PARIS, 112 rue du Faubourg Saint Honoré, 75008, Paris “ESG post-COP 21: what are the opportunities and the risks in this climate of energy transition and decarbonisation of portfolios?” Topics Discussed:

  • What are the opportunities and the risks?
  • The new French Energy Transition law and the Montreal Carbon Pledge: theimpact on investors
  • How can the transparency of ESG factors be managed for reporting?
  • What are the best practises?

Presentations were given by:

  • Jane Ambachtsheer, Partner and Global Head of Responsible Investment at Mercer Investments, Consultant at UN PRI and global advisor to the Carbon Disclosure Project
  • Véronique Menou, Vice President ESG Research at MSCI
  • Emma Wood, Style Research

If you’d like to speak to us about this event, and receive materials from the event, please email us.

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