THE GLOBAL STANDARD FOR FACTOR ANALYSIS

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Justin Hood
5 years ago
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1 THE GLOBAL STANDARD FOR FACTOR ANALYSIS

Are you seeing a complete investment picture? How do you draw valid conclusions across MARKETS, PEER GROUPS and PORTFOLIOS? AS AN ASSET OWNER Do you trust the investment story you are hearing?

2 Are you seeing a complete investment picture? How do you draw valid conclusions across MARKETS, PEER GROUPS and PORTFOLIOS? AS AN ASSET OWNER Do you trust the investment story you are hearing? AS AN INVESTMENT MANAGER Are you demonstrating differentiation to attract and retain investors? With Style Research, I have deeper insights to position our fund in the market vs. our competitors. We have been able to attract and retain more clients. Asset Manager, $2B AUM

3 THE INDUSTRY S MOST ACCEPTED, HOLDINGS-BASED FACTOR ANALYTICS Win and retain assets with the clearest insights from objective factors Style Research delivers industry-standard, transparent factors, providing detailed insights into what is driving markets, peer groups and portfolios for investment professionals. Make confident decisions, communicate clearly and grow assets. Today s increasing challenges for investment management such as fee pressure, consolidation, regulation and complex strategies - make it difficult to achieve investment success. Asset managers and asset owners alike need clarity and a way to differentiate products. But a lot is getting in the way disconnected analytical tools using disparate methodologies, confusing investment stories based on multiple perspectives, and even the industry s factor zoo and its dizzying array of metrics. Can you clearly see which factors are driving performance? Is your analysis of the market s impact on peer groups and portfolios making sense to you? To your stakeholders? Are you unknowingly taking on unexpected exposures and greater risk? We have found the Style Research platform to be one of our most innovative third-party software providers. The Investment Team use it to identify style and risk drivers within their portfolios. Our Sales Team access valuable insight into our fund profiles. Marketing access attractive and dynamic reporting outputs, for client presentations and pitches J O Hambro Capital Management, 28.1B AUM

4 SEE AND UNDERSTAND THE REAL INVESTMENT STORY Pinpoint critical insights with relevant and intuitive portfolio factor analytics across key themes, such as Value, Momentum and Volatility Assess, connect and compare market, peer group and fund-specific perspectives Present the clearest and most accurate investment story with quick-to-interpret graphics with the right level of objective detail and quick-to-interpret graphics Get better results with a consistent factor-based framework across markets, peers and portfolios MARKET VIEW Grasp market context to validate macro-level drivers of portfolios. Identify how market performance is impacting funds. Reveal shifts from regional or sector adjustments. PEER COMPARISONS Differentiate products by comparing their factors and underlying exposures. See how a fund compares to another, a custom peer group or an entire benchmark. PORTFOLIO ANALYSIS Drill down into specific factor details to understand what is driving a fund s performance. Confirm the investment strategy is on track, or pinpoint where unintended risk is lurking.

5 TRUSTED BY 350 INVESTMENT FIRMS AROUND THE WORLD Style Research analytics facilitate effective collaboration and communication between fund managers, asset owners and consultants because they can agree on the objective methodology and transparent metrics. It s why Style Research analytics have become the industry-standard that everyone can understand and accept. The result? More successful strategies, productive conversations, and trusted relationships Build, manage and monitor portfolios with holdings-based equity analysis Compare products to competitors, peer groups and benchmarks Streamline quarterly reviews and reporting Win and retain investors ASSET MANAGERS ASSET OWNERS CONSULTANTS & ADVISORS Perform detailed, factor-based analysis to understand investments Compare products to pinpoint their distinctions Detect underlying exposures and flag potential risks Market and sell products with increased confidence supported by objective analysis Perform due diligence and pinpoint sources of risk Develop clear reports and client communications

6 We have been using Style Research for over ten years. Their team is top notch and the customer support is exceptional. We always reach a human who listens, understands what we are asking and ensures we are using the product to its fullest. Asset Owner, $700M AUM ABOUT STYLE RESEARCH For over 20 years, Style Research has been creating and evolving factor-based analytics for portfolios. Our team of hands-on investment professionals, with deep industry experience, develops objective, holdingsbased analytical solutions to help investment practitioners identify the true drivers of portfolios, build or invest in funds and understand their differentiation. Style Research is the industry-standard for factor analysis, providing to objective assessment of investments, productive discussions with stakeholders and improved results. EMEA CANADA USA AUSTRALIA JAPAN Style Research Ltd. All rights reserved.

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