Peer Insights™

Instantly compare any fund to any peer group of your choice. We’ve pre-calculated thousands upon thousands of funds’ factor tilts – based on their underlying holdings data – so you can see exactly where they stand out from the crowd.

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Custom Peer Group Filtering

Create a truly custom peer group from over 27,000 funds (from our Morningstar and eVestment fund databases) by filtering on any fund characteristic, sub-factor tilt, performance measure or risk metric.

Get the Full Picture

Compare your fund to its peers

Get the full picture of your fund’s comparison to your custom peer group with a 360 view of exposure, risk and performance.

Compare your fund’s factor tilts to its peers’ through history

See how your fund compares to its peers throughout history for each factor that’s important to you.

  • Access data on 27,000+ funds
  • Select and compare individual funds
  • Pick the funds that meet your objectives
  • Instantly compare prospective managers

Peer Insights Resources

Download or view our associated Peer Insights resources and client stories.

Factsheet for Asset Managers

Factsheet for Asset Owners

User Case: Measured Differentiation

Use Case: Finding Your Perfect Fit