Doing our part against COVID-19

Complimentary access to our factor performance reports and a snap portfolio factor analysis
to help you navigate today's turbulent markets

 

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

27

of the largest 50

14

of the largest 25

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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Build ESG momentum with our easy to use in-depth analysis of multiple vendors’ scores.

ESG

Build ESG momentum 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

Blog

Doing Our Part: Helping investors with free tools

We’re all in this together. Fair enough - we've watched our respective communities come together with local businesses helping any way they can. Media outlets are providing subscription-free access to…
News & Media Coverage

Style Analytics helps investors with complimentary factor performance reports and portfolio analyses

London, 31 March 2020 - Style Analytics, the provider of factor-based portfolio and analytical tools for investment professionals, is offering its equity factor performance reports and a flash portfolio factor…
Blog

Don’t reallocate from active to passive in a downturn

As we all start practicing #socialdistancing, markets are tumbling faster than ever before. Since the February 19 high, the S&P500 closed on Monday March 2nd down a whopping 34%!  Some…
Research Articles
Active beats passive in down markets
Blog
Style Analytics Update on COVID-19
Blog
Style Analytics announces business growth as it continues to add new clients to its cloud platform

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