Quantitative analysis of financial portfolios has revolutionized the investment industry. In particular, the success of factor analysis and factor investing has brought transparency and causal identification of the drivers of returns to a broad audience, allowing many more to become successful investors.
To help investors secure a better future through a simple presentation of intuitive analytics. Style Analytics’s approach to factor analysis rests on the following principles:
- Accurate & Complete Simplicity: We have designed a mathematically robust and accurate analysis that is presented in a simple and visually intuitive way so everyone – from quant to junior investor – can understand the results and correctly interpret them.
- Model Independence: While others in our field dictate how to define ‘Value’, ‘Growth’, ‘Quality’ and so on, we take a very different approach. We analyze each of the sub-factors that underly and drive fundamental factors and ESG factors so our clients can focus on investments rather than arcane definitions of factors.
- Completeness: We provide a holistic view of factor and ESG investing, showing results for over 130 sub-factors organized into 7 fundamental factors and 5 ESG categories.
“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
Sebastien has over 25 years of executive-level enterprise software experience including General Manager at Sophis and 10 years running Reuter’s trade and risk management business
Lee has over 20 years experience in the TMT sector, the last 19 years as CFO for PE backed businesses. He has extensive experience in financial and operational management in fast-growth organizations.
Damian has 20 years’ experience growing FinTech Analytics businesses. He co-founded and was CEO of Investor Analytics, Wall Street’s first cloud-based multi-tenant risk analytics firm, which he sold to StatPro in 2016.
Since 1999 George has been involved in all aspects of the product development at Style Analytics. As CTO, he now leads all our technical teams. Previously, George was a financial analyst with Mercer.
Isabelle brings over 25 years’ experience in Investment, Risk and FinTech Product Management, combining a strong quantitative and technical expertise with an in-depth understanding of Asset Manager and Asset Owner needs and challenges.
Richard has over 15 years of experience in operations and programme management in the financial software industry. Prior to joining Style Analytics, he served as a Regional Operating Officer (Fusion Invest) at Finastra.