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8 August 2019

Fund Monitoring for Wealth Managers

Wealth Managers: How can factors make fund monitoring more efficient?

Style Analytics’ factor-based analysis gives you instant insight into the potential hidden risks to ensure you are meeting your client’s investment objectives. Download our overview on how we can help you with fund monitoring, key benefits include:

  • Identify risks before they impact your client’s portfolio
  • Using a factor lens helps to achieve deeper insights into unintended risks taken
  • Quickly understand if a fund’s exposures is in line with its intended philosophy or style