Compare your fund to its peers

Instantly see how any fund stacks up with comprehensive peer analysis. Uncover factor exposures and fund comparisons on performance, risk measures, ESG and more for over 28,000 funds and ETFs.

DEMO PEER INSIGHTS™

Part of the Style Analytics solution

PEER INSIGHTS™: GAIN TRANSPARENCY INTO A UNIVERSE OF COMPETING FUNDS

Put accurate data at your fingertips.

Collecting data for peer analysis can be time consuming. We pre-calculated thousands of funds’ factor tilts – based on their underlying holdings data so you can get accurate peer insights. Now you can quickly compare funds with confidence, at a fraction of the cost.

Identify differentiators against your closest competitors so you can prove value to investors.

Uncover factor-by-factor comparisons.

Select a desired fund and reveal the key factors behind a competing investment process. Use factors to create a short list of managers to fit your criteria. Compare your fund’s factor tilts to its peers’ through history.

Examine portfolios using our Style Skyline and select from 130+ factors.

Find all competing and complementary funds.

Similyzer™, a one-of-a-kind module within Peer Insights, allows you to sort and filter by factors, ESG, performance and risk measures to see how similar and different your fund is compared to the competition.

Ensure you are invested in the right fund. Win more assets by showing how unique your fund really is.

Differentiate your fund.

Create a custom peer group from over 28,000 funds using intuitive filters. Select funds with exposures to your preferred factors. With easy sorting and filtering, you can quickly prove your value.

Compare managers to their peers, see the differences in style factor exposures and better understand a managers’ investment strategy.

Peer Insights™ allows you to instantly compare any fund to any peer group of your choice.

Analyze competitor data for peer analysis quickly, with confidence. 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. Its one-of-a-kind module, Similyzer™ tells you exactly how similar your fund is to all the other funds in our database so can you demonstrate clear differentiation, leverage insights to compete and drive product innovation.

GET STARTED

Unparalleled access to independent third-party data for 28,000+ funds and ETFs

Pre-calculated exposures of 130+ factors

Intuitive visualization capabilities using Style Skyline® — the industry standard

Custom peer group filtering for fund comparison

Instantly spot funds that are similar or complementary to yours

Demo Peer Insights™ today.

If you have a question or need more info, we would be delighted to speak with you.

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Compare your fund to its peers

Instantly see how any fund stacks up with comprehensive peer analysis. Uncover factor exposures and fund comparisons on performance, risk measures, ESG and more for over 28,000 funds and ETFs.

Part of the Style Analytics solution

PEER INSIGHTS™: GAIN TRANSPARENCY INTO A UNIVERSE OF COMPETING FUNDS

Collecting data for peer analysis can be time consuming. We pre-calculated thousands of funds’ factor tilts – based on their underlying holdings data so you can get accurate peer insights. Now you can quickly compare funds with confidence, at a fraction of the cost.

Identify differentiators against your closest competitors so you can prove value to investors.

Select a desired fund and reveal the key factors behind a competing investment process. Use factors to create a short list of managers to fit your criteria. Compare your fund’s factor tilts to its peers’ through history.

Examine portfolios using our Style Skyline and select from 130+ factors.

Similyzer™, a one-of-a-kind module within Peer Insights, allows you to sort and filter by factors, ESG, performance and risk measures to see how similar and different your fund is compared to the competition.

Ensure you are invested in the right fund. Win more assets by showing how unique your fund really is.

Create a custom peer group from over 28,000 funds using intuitive filters. Select funds with exposures to your preferred factors. With easy sorting and filtering, you can quickly prove your value.

Compare managers to their peers, see the differences in style factor exposures and better understand a managers’ investment strategy.

Peer Insights™ allows you to instantly compare any fund to any peer group of your choice.

Unparalleled access to independent third-party data for 28,000+ funds and ETFs

Pre-calculated exposures of 130+ factors

Intuitive visualization capabilities using Style Skyline® — the industry standard

Custom peer group filtering for fund comparison

Instantly spot funds that are similar or complementary to yours

Related Content

RESEARCH REPORT

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WHITE PAPER

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WEBINAR

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Demo Peer Insights™ today.

If you have a question or need more info, we would be delighted to speak with you.

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