Unmatched comparisons

Style Analytics Peer Insights™

Pinpoint precise distinctions between funds. Constructing a new fund or looking to change your investment? Style Analytics Peer Insights™ provides objective factor-by-factor comparisons between individual funds or peer groups. Identify underlying exposures to sectors, countries and risk, and make superior choices.

 

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Position your fund effectively against competitors

Asset Managers

In a saturated investment market, it is critical to make sure your fund stands out against the competition and is able to attract new investors. Style Analytics Peer Insights™ delivers factor-based comparisons that go beyond the fund labels and core styles to find compelling insights for you to differentiate your fund.

Create custom peer groups to perform relevant comparisons

Look beyond industry benchmarks to compare your fund more effectively against relevant peers, based on your criteria

Pinpoint distinctions between competing mutual funds

Analyse best-of-class data powered by Morningstar and Lipper to identify meaningful points of differentiation for your fund

Develop effective, objective communications for your clients

Market your fund with independent factor analytics that compare the drivers of your fund’s risk and return against peers

Compare funds to identify your best investment

Asset Owners

With so many funds crowding the market, understanding how they differ and which ones are stronger investments can be a difficult and laborious process. Style Analytics Peer Insights™​ makes it easy to compare funds’ underlying factor exposures and identify their various drivers of risk and returns.

Reliably compare portfolios with holdings-based, ex-Ante risk

Perform true “apples-to-apples” analysis with consistently applied and calculated ex-Ante risk measures across entire peer sets

Find the underlying differences between similar funds

Analyse best-of-class data powered by Morningstar and Lipper to compare how factor exposures of multiple funds differ

Identify how well funds are aligning with their strategy

Compare how much competitive funds might be deviating from their intended style, or taking on unplanned exposures

Deliver more effective, comparative fund recommendations

Consultants

Your clients require the most comprehensive research and due diligence to trust your recommendations to make confident investment decisions. Style Analytics Peer Insights™​ provides that extra, deeper perspective you need – revealing objective insights into competing funds based on direct comparisons of their factor exposures.

Increase confidence in your recommendations

Validate your guidance with Peer Insights™ to provide objective comparisons of competitive funds and peer groups

Present deeper comparisons with custom peer groups

Go beyond industry benchmarks and compare funds more relevantly with peer groups based on your criteria

Produce clear, comprehensive and comparative fund communications

Deliver recommendations more effectively with thorough fund comparisons and consistent factor-based analytics across peers, markets and portfolios

Compare funds to make the best recommendations

Advisors

Select the best funds for your clients using a factor lens. Compare multiple funds by converting complex data into intuitive, easy-to-interpret graphs. View funds against relevant peer groups and competitors to access previously hidden insights. Create meaningful reports and stronger client relationships with well-supported recommendations.

Reveal distinctions between apparently similar mutual funds

Analyse independent data powered by Morningstar and Lipper to pinpoint meaningful differences between investment products

Reliably compare portfolios with holdings-based, ex-Ante risk

Perform true “apples-to-apples” analysis with consistently applied and calculated ex-Ante risk measures across entire peer sets

Create custom peer groups to perform powerful comparisons

Look beyond industry benchmarks to analyse products more effectively based on your selected criteria

Trusted around the world

280+

From asset managers to investors to consultants, more than 300 firms in 28 countries turn to Style Analytics to reveal unique insights – and new investment opportunities

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

 

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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

Market Analysis

Market context for factor investing

Looking across markets at overall factor and sector performance – and identifying risk – are critical facets to factor investing.

Identify market opportunities with consistent factor-based metrics.

Explore Market Analysis