Analysts delve deep into portfolio holdings to see what drives performance. Bill Smead, lead manager of the $1.2 billion Smead Value fund, set up the strategy and firm in 2007…
Style AnalyticsNovember 21, 2016
BOSTON (October 12, 2016) – Style Research, an independent, global provider of portfolio style, risk and performance analytics, was awarded Best Research and Data Vendor at the Fund Intelligence US…
Style AnalyticsOctober 12, 2016
The sheer volume of funds available on the investment market – and the analytics and research around them – creates an array of challenges that any fund manager, fund buyer…
Style AnalyticsOctober 3, 2016
How concerned should investors be about the likelihood and impacts of the Crowd leaving?
Style AnalyticsAugust 24, 2016
Real Estate will now become its own new sector and no longer an industry group that is part of the Financials sector.
Style AnalyticsAugust 9, 2016
Although active share has the popular appeal of being a simple proxy for portfolio active risk, it shouldn’t be relied on as the only risk measure when differentiating between funds.…
Style AnalyticsJuly 26, 2016
How can we compare portfolio risk between competing funds based on their holdings? How do we know what typical levels of portfolio risk are, and what is considered high or…
Style AnalyticsJune 23, 2016
Many investors have felt the practical frustration of trying to differentiate between investment products with similar style descriptions, such as “Large Growth” funds. Equity portfolios labelled with the same style…
Style AnalyticsJune 10, 2016
