Similyzer™

Similyzer™ – a new way to immediately see exactly how funds are similar and how they differ. Our Holdings-based analysis compares factor exposures and shows comparisons on performance, risk measures, ESG and a host of other metrics for over 28,000 funds and ETFs.

Factsheet for Asset ManagersFactsheet for Asset Owners

Portfolio Analyzer

Today’s financial markets run on factors, and our Style Skyline® is the most intuitive presentation of factors available anywhere. Our holdings-based skyline saves you time, money and effort by giving a clear and precise analysis of your portfolio’s exposure to the factors that matter to you most.

Factsheets

Peer Insights™

Instantly compare any fund to any peer group of your choice. We’ve pre-calculated thousands upon thousands of funds’ factor tilts – based on their underlying holdings data – so you can see exactly where they stand out from the crowd.

Factsheets For Asset ManagersFactsheet for Asset Owners

ESG Analytics

Combine ESG exposures alongside traditional factors for a fast and comprehensive view of your portfolio.

Factsheets

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