Market Context

Style Analytics Markets Analyzer

Knowing what is impacting your portfolio requires a comprehensive understanding of the market dynamics at play. Gain context into how your portfolio’s exposures are affected by market-wide factor moves by analysing the performance of different style factors across sectors, regions and countries over any given time.

 

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Market analysis for successful fund decisions

Asset Managers

Markets Analyzer provides access to the most comprehensive independent market analysis. See what factors are driving market performance, compare portfolios to standard or custom benchmarks and drill deep into underlying detail.

Understand leading factors in any market

Identify which specific factors are influencing broader investment style themes and compare them over time

Validate your strategy with historical comparisons

Execute comprehensive research and testing, with easy access to over 20 years of historical data

Know where you stand with benchmark testing

Select industry benchmarks or construct your own to tailor analysis and further pinpoint market drivers

​Understand how factors are performing in the market

Asset Owners

Markets Analyzer provides access to the most comprehensive independent market analysis. Get quick transparency into which factors are driving market performance, compare portfolios to standard and custom benchmarks and drill into the detail to help you understand how to position your mandate.

Understand leading factors in any market

Identify which specific factors are influencing broader investment style themes and compare them over time

Assess the impact on your mandate

Connect market factor analysis with your portfolio, and easily see which trends could be impacting performance

Know where you stand with benchmark testing

Select industry benchmarks or construct your own to tailor analysis and further pinpoint market drivers

Interpret the factors behind the markets

Consultants

Take a new approach to analysing markets. Examine regional trends using style factors. Gather intelligence from simple-to-interpret charts. See which style factors are behind regional market performance, and put this into context when assessing investment strategies.

Validate macro-level drivers of performance

Identify how market performance is impacting funds and factors. Reveal shifts resulting from regional or sector adjustments.

Assess market conditions with consistent factors

Connect your market research and analysis more effectively using the same factor framework you apply to portfolios and peer groups

Compare levels of risk across geographies

Reveal potential risk by pinpointing underlying – and often unintended – exposures to factors, sectors and countries

Interpret the factors behind the markets

Advisors

Looking across markets at overall factor and sector performance – and identifying risk – are critical facets to investing. Identify market opportunities with consistent factor-based metrics.

Validate macro-level drivers of performance

Identify how market performance is impacting funds and factors. Reveal shifts resulting from regional or sector adjustments.

Assess market conditions with consistent factors

Connect your market research and analysis more effectively using the same factor framework you apply to portfolios and peer groups

Compare levels of risk across geographies

Reveal potential risk by pinpointing underlying – and often unintended – exposures to factors, sectors and countries

Access the latest quarterly analysis

Q1 2018 Market Performance

Watch the webinar recording or download the regional factor performance reports, including for developed and emerging markets. Which market factors are impacting investment performance?

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Find out more about how we can help investment professionals like you.

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​Peer & Competitor Analysis

Peer Insights to compare funds

Comparing one fund to another – or to a peer group – adds a unique level of insight to the investment process.

Style Analytcis enables direct, factor-based comparisons to ensure unbiased perspective.

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​Portfolio Analysis

POWERFUL, FACTOR-BASED INSIGHTS

See the full picture of what is driving portfolios.

Factor analytics provide the critical insights you need to make clear, objective decisions for fund construction, management or investments.​

Explore Portfolio Analysis