31 May 2017
Driving Differentiation with a Factor Framework: Catch the Encore!
NEW! Access the recent webinar recording to learn how to pinpoint objective, factor-based insights into portfolio analysis. With detailed factor analytics, fund-to-fund comparisons reveal...
25 May 2017
Factor Analysis Crucial To Manager Evaluation
Factor investing provides opportunities for managers to design innovative products and attract new flow, but to succeed industry participants have to find a way...
4 May 2017
Style Guide: Discovering Artisan’s Handcrafted Approach
The Artisan International Value fund is a firm favorite with professional buyers, and rightly so given its strong long- and short-term performance. Read the...
27 April 2017
Differentiating Products Using a Factor Framework: A Presentation from AIMSE UK
Our COO, Dr. Peter Hopkins, recently presented new factor-based, analytical methods to discover product differentiation, using a case study comparing two ETFs. Read the...
5 April 2017
Did that portfolio’s factor exposure make a difference this quarter?
Next in our series exploring consistent factor analysis, we dive deeper into the portfolio level to understand the role of factor exposures in performance...
30 March 2017
Consistent Factors: Bridging Market and Peer Group Analysis
Understanding the competitive differentiation of investment products benefits from a consistent factor-based approach across market, peer groups and portfolio analysis.