Innovative Insight

Style Analytics Portfolio Analyzer

Portfolio Analyzer delivers factor-based analysis which are behind the systematic drivers of risk and returns. Access independent, transparent factor analysis using industry-standard and recognisable investment factors.

 

 

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Portfolio Analyzer delivers comprehensive and clear portfolio insights

Asset Managers

As an asset manager, accessing accurate and unbiased analysis on your funds can be the first critical step towards building a case for true portfolio differentiation. Our analytics reveal your underlying factor exposures, providing transparency into what styles are driving your portfolio. We enable you to position your funds more effectively and validate your investment philosophy to your clients, providing you with the tools to tell your investment story effectively.

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

Portfolio Analyzer gives you new confidence in fund selection

Asset Owners

Using portfolio analysis to look at factors can lead to the creation of well diversified portfolios and can help you understand current investment portfolios with a lot more clarity and even, simplicity. This is increasingly important due to 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, at present as well as over time. We provide objective analysis of the 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

Portfolio Analyzer can lead to better client recommendations

Consultants

Introducing factor analysis to analyse investment manager portfolios, can help you explore every angle when analysing both funds and their managers. By using objective and transparent data to compare portfolios through a unique factor lens, you can readily view and compare a portfolios’ style factor tilts and how these impact risk and performance. Confidently communicate your recommendations using these 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

Portfolio Analyzer for superior recommendations

Advisors

When clients trust you with their investment decisions you need the most reliable, insightful portfolio analysis when making recommendations. Style Analytics provides transparent and objective factor analysis to assess managers, compare funds and understand the drivers of market performance. These analysis are uniquely revealing and can help you 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

300+

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.

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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