Sub-factors matter to portfolio performance Factor investing is all about outperforming the market by investing in "Growth" or "Quality" or "Value" stocks. But how do you determine those? In this…
All Star-Manager Series Did you know that quite a few Value funds also give you exposure to Growth, Quality and Momentum? And most Value funds invest in small-cap / high…
All Star-Manager Series When you invest in a Climate Fund, what exactly does 'climate' mean? What other exposures do you get without even knowing it? Are these volatile small caps…
Value investing is a simple idea in principle: buy something you think is more valuable than others realize and wait for its price to rise. It was first applied to…
Authors: Damian Handzy, Chief Commercial Officer & James Monroe, Client Consultant Executive Summary Equity Factor Investing matters when positioning for a portfolio recovery from a stock market crash as specific…
Active managers outperform broad markets when the chips are down Authors: James Monroe, Client Consultant & Damian Handzy, Chief Commercial Officer You can read the article below or download the…
The global spread of COVID-19 has pushed equity markets into correction territory. What does this mean for investors and what can we expect from here? In this FTAdvisers.com article, our…
Investment Portfolio Carbon Impact Part Two of a 4 part series based on our recent ESG summit focusing on carbon impact reporting. Attendees and panelists at Style Analytics’ recent “Reworking…
The need to change an investment manager can come unexpectedly, requiring an investor or consultant to perform a rapid yet still thorough analysis of potential replacement managers. This article discusses…
Topher Callahan, Global Head of Institutional Sales and Consultant Relations at MFS Investment Management, provides his views on the future of ESG. We hear his perspectives on whether ESG will…