Introducing Similyzer™

Similyzer™ – a new way to immediately see
exactly how funds are similar and
how they differ.

 

August 2020 Monthly Factor Performance

Factors finally shifted away from their recent trends in August.

 

What's Your Prior? Podcast Episode 3: The Diamond Managers in the Rough

You can access at http://podcast.styleanalytics.com or subscribe through Apple Podcasts, Spotify or Google Podcasts

 

Gain your factor edge

We accelerate and simplify factor analysis
Used by 46 of the world's 100 largest investment managers

 

See deeper and further

Crisp, clear and intuitive factor and ESG analysis
Used by 46 of the world's 100 largest investment managers

 

Unleash the Power

Making life easier & faster for fund managers & asset owners
Used by 46 of the world's 100 largest investment managers

 

Radical Factor Clarity

Understand & communicate your factor tilts more clearly
Used by 46 of the world's 100 largest investment managers

Style Analytics provides industry-leading factor and ESG analytics for:

46

of the largest 100 investment managers

27

of the largest 50 investment managers

14

of the largest 25 investment managers

8

of the largest 10 investment managers

See for yourself how the best investors manage their factor and ESG exposure

Our Solutions

Cost saving and revenue enhancing factor analysis that’s just as useful for managing the portfolio as it is for communicating with investors.

Portfolio Analyzer

Cost saving and revenue enhancing factor analysis that’s just as useful for managing the portfolio as it is for communicating with investors.

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Instantly compare your fund to any peer group made from our 27,000+ fund database.

Peer Insights

Instantly compare your fund to any peer group made from our 27,000+ fund database.

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Find all the funds (out of 28,000) that are similar to any fund of interest. Learn the strengths and weaknesses of competing funds.

Similyzer™

Find all the funds (out of 28,000) that are similar to any fund of interest. Learn the strengths and weaknesses of competing funds.

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Analyze ESG alongside factors with our easy to use in-depth analysis of multiple vendors’ scores.

ESG Analytics

Analyze ESG alongside factors with our easy to use in-depth analysis of multiple vendors’ scores.

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Unleash the power of factor investing

With a focus on transparent, objective factors analysis, we make life easier and faster for fund managers and asset owners

Radical Factor Clarity

See Deeper & Farther

Style Analytics doesn’t stop at summary factor levels like ‘Value’ or ‘Quality’ – we analyze over 130 individual sub-factors that underlie those style factors for thousands of funds every month.

Sub-factors are critical for understanding market dynamics and give you a true edge over those who stop at style factor level.

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Implement Faster

Our clients start using our service within days – not after weeks or even months like they have to wait with some other factor providers. We’ve made loading your portfolios easy with Style Analytics so you can get up and running fast.

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Analyze Instantly

Lightning-fast results on tens of thousands of funds. Each month, we pre-calculate factor tilts on 130+ sub-factors on all the holding in 27,000+ funds, and have been doing so for over 10 years. The result is that you get exactly the insight you need when you need it.

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Lower Costs

Funds save money by switching to Style Analytics because we are faster to implement, easier to use, provide exactly the answers you need, help you gain and retain assets and because our service is priced appropriately.

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Our Clients

Asset Managers

Validate your investment thesis with our unbiased holdings-based factor analysis, allowing you to tell your factor story the best way possible.

Asset Owners

Examine each of your funds individually or compare them to a peer group of your choosing. Gain an unbiased factor perspective into each investment you make.

Consultants

Five of the world’s top 10 consultants use our analytics to give their clients a clear factor advantage.

Wealth Managers

Fund selection has never been easier or clearer. Our tools give you and your clients the insights to make better investment decisions.

News & Insights

News & Media Coverage

Style Analytics is reimagining the fund management space in Scandinavia with its industry leading factor analytics software

London, 25 September 2020 – Style Analytics, the provider of factor-based portfolio and market analysis tools, has added several new asset owners/managers to its client base over the past 2…
News & Media Coverage

Toronto Transit Commission, Batirente, High Probability Advisors, Harcus Parker and Unicorn Asset Management choose Style Analytics for factor analysis

London, 22 September 2020 – Style Analytics, the provider of factor-based portfolio and market analysis tools, has added five new asset owners/managers to its client base. Toronto Transit Commission, the…
Client Stories / Use Cases

Get deeper competitor intel that identifies their vulnerabilities

Asset Manager Use Case for SimilyzerTM Which funds can most easily convince your investors to switch to them because they replicate enough of your ‘secret sauce’ while offering their own?…
Client Stories / Use Cases
How easily can another fund steal your investors
Client Stories / Use Cases
Fast Due Diligence. Fast Manager Replacement
Client Stories / Use Cases
Building a Great Portfolio

We have been very pleased with both the flexibility and support of the Style Analytics platform. Their analysis gives our investors in-depth insights into the style factors present in their portfolios and helps us demonstrate our value by connecting our portfolio's factor story to our investors' needs.

Head of the Investment Analytics and Risk Team, Fierra Capital

By using Style Analytics, we are now able to demonstrate a best in class due diligence approach in the fund selection and monitoring process. The insight gained at portfolio and peer level is easy to understand and this gives us the ability to communicate succinctly to the various teams at different levels of seniority. We have also gained efficiencies and added value by delivering reports more quickly and are able to see ESG exposures in the same analysis.

Head of Portfolio Management, Pension Fund

We were really impressed with Style Analytics’ ability to deliver clear insights into our fund selection, monitoring and portfolio construction processes. Their analysis allows us to quickly examine peer groups and compare individual funds to other investment opportunities which helps us construct portfolios, manage our investments and to better communicate with our investors.

Director of Global Portfolio Strategies Funds, Davy Group

We use Style Analytics in multiple ways to support our buy list and due diligence process. From initial fund research through to our due diligence and internal review process, we are now able to communicate and put into context how each fund on the buy list is performing through different types of style exposures.

M&G

We use Style Analytics because we found that we were not able to gain the right insights into portfolios using various traditional risk tools. Through using Style Analytics we were able gain insights which are now used in our investment committee reports with the CIO and the portfolio management team.

Global Head of Portfolio Analytics, Global Asset Management firm

We use Style Analytics in multiple ways, from sales pitches and consultant relations through to our due diligence and internal review process. We can communicate and put into context internally and externally how our funds are performing through different types of style exposures. The insights gained can be further challenged by the portfolio managers with regards to risk and fund exposure. Style Analytics’ performance attribution model gives us the ability to drill down into individual factor performance and being able to attribute this to performance instils trust in our firm’s robust investment approach.

Chief Risk Officer, Boutique long-only asset manager

We use Style Analytics in multiple ways to support our buy list and due diligence process. From initial fund research through to our due diligence and internal review process, we are now able to communicate and put into context how each fund on the buy list is performing through different types of style exposures. The deeper analysis gained can be further challenged by the portfolio managers with regards to risk and fund exposure. Style Analytics’ fund data management service has enabled us to streamline this process further by removing the many manual and often time consuming processes to deliver succinct reporting. The ability to drill down into individual factor performance and being able to attribute this to performance instils trust in our firm’s ability to offer exceptional funds on our platform.

Head of Portfolio Management, Global Fund of Fund Asset Manager