Innovative Insight

Style Analytics Portfolio Analyzer

Style Analytics delivers factor-based analysis that reveals the systematic drivers of portfolios. Our independent analytics present the industry-standard set of investment factors – and the insights to be gained.

 

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Comprehensive analysis for clear portfolio insights

Asset Managers

Having an accurate and unbiased look through into your fund is what will differentiate you as an asset manager. Our analytics reveal your underlying factor exposures, providing transparency into what is driving your portfolio. We enable you to position your funds more effectively and validate your investment philosophy.

Validate what’s driving your portfolios

Factor analytics reveal every detail to assess your fund’s exposures, performance and risk

Develop and market products that align with your investment strategy

Apply a factor framework to confirm that your fund is appropriately exposed to sectors, countries and even specific equities

Communicate with clarity and transparency

Deliver communications that your investors can understand and trust with easy to download reports and clear graphics

Giving you confidence in your fund selection

Asset Owners

Creating a well diversified portfolio of investments can be challenging, especially with the growing number and complex nature of funds available today. Style Analytics reveals the true style exposures and biases of the funds in your portfolio currently and over time. We provide an objective analysis of your data, helping you understand your portfolios and investment managers.

Intuitive analytical factor set

Avoid confusion and produce reliable, confident results with Style Analytics’ independent factors, accepted by industry experts

Comprehensive analysis in one place

Perform holdings-based and returns-based analysis across all markets and down to the security level

Easy-to-understand graphics and reports

Quickly see a fund’s true exposures, irrespective of a stated investment style, using our sharp graphics and straightforward reports

Make the best recommendations to your clients

Consultants

Explore every angle when analysing funds and managers. Use objective, transparent factors and compare style factor tilts and how these impact risk and performance. Confidently communicate your recommendations using independent analysis and easy-to-interpret charts, and make strong final recommendations that build trust with clients.

Intuitive, analytical factor set

Style Analytics factors are accepted by industry experts, avoiding confusion and leading to reliable, confident results

Comprehensive analysis in one place

Perform holdings-based and returns-based analysis across all markets, down to the security level

Easy-to-understand graphics and reports

Quickly see a fund’s exposures versus its intended style, with sharp graphics and straightforward reports

The right information for superior recommendations

Advisors

When clients trust you with their investment decisions you need the most reliable, insightful analysis to make recommendations. Style Analytics provides transparent and objective factor analysis to assess managers, compare funds and understand market performance. Deliver superior recommendations that your clients can count on.

Intuitive, analytical factor set

Style Analytics factors are accepted by industry experts, leading to reliable, confident results

Comprehensive analysis in one place

Present holdings-based and returns-based analysis across all markets and portfolios, and down to fund details

Easy-to-understand graphics and reports

Quickly see a fund’s exposures versus the style of the fund through straightforward graphics and reports

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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Peer & Competitor Analysis

Peer Insights

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

Style Analytics enables direct, factor-based comparisons for unbiased perspective.

Explore Peer Insights

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