MEETING THE UNIQUE NEEDS OF CIOs
Style Research provides CIOs with instant visibility — using a standard factor lens — into their portfolios, on aggregate and individually, highlighting key changes and risks.
- Reduce time cost and data mining with solutions designed specifically for CIO reporting
- Get the relevant data, with easy to navigate views to analyse markets, peer groups and portfolios
- See through the same lens as leaders in the industry – Style Research solutions are used by leading asset owners, asset managers and investment consultants
What can you expect to see?
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Do you know the overall Style profile of your fund suite? Quickly see if a fund has a specific factor bias. Uncover answers to important questions regarding performance drivers and investment style shifts. Discover how your fund exposures compare across factors with an easy to navigate dashboard. Select from over 100 different factors and compare your entire fund offering in one report.
Are your investment managers taking enough risk? Compare funds using a range of risk measures and evaluate exposures. One click through can reveal how risk has changed over time. Export all your charts and data to Excel, Power Point and more.
Are any fund managers taking a new approach? Discover unexpected changes in a portfolio’s investment style. See the style drift of all your funds in one easy to read heat map. Continue the analysis to assess why these changes have taken place.
How do you want your equity fund suite to be positioned when it comes to sector exposures? What if your funds are skewed negatively or positively towards a particular sector? Dig deep and see how your funds are contributing to the overall exposures.
Without a rigorous peer group context you cannot see your funds as others do: Do you appear aggressive/conservative/ focused/contrarian? Can you differentiate your fund story using your peer group?
Which factors are driving markets? Get an in-depth perspective of market factor performance. Customise by region and time period. See how your factor exposures have compared to the market.
Style Research Executive Reports compiles the breadth of our factor analytics and insights into a single solution so you can see what is happening across your entire fund range. Style Research provides the independent, industry standard view consultants and institutional investors depend on.
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