Research and Thought Leadership | March 17, 2023
Report: February 2023 Factor Performance Analysis
With inflation concerns continuing and the Chinese economy rebounding, how did factors perform in February? Find out in our latest report, which examines global factor performance data from Style Analytics.
Research and Thought Leadership | March 9, 2023
Report: Factors Primer – Interpreting the Factor Tilts
Looking to achieve greater returns? Understanding how a portfolio tilts to specific factors can give investors an edge. This report reviews the principles behind factor tilts, how to use them, and how they impact portfolio performance.
Research and Thought Leadership | March 8, 2023
Article: Female Portfolio Managers Underrepresentation Continues at Asset Managers Even Though Some Drew Significant Inflows During Tough 2022
To celebrate International Women’s Day, check out how female portfolio managers have fared over the last 18 months. We’ve analyzed how many women are leading products, how these products performed, and which managers saw the most substantial in-flows. The results may surprise you.
Research and Thought Leadership | March 3, 2023
Report: Q4 2022 Fee Analyzer
While active managers underperformed in 2022’s down market, some managers did yield positive returns over the past three years. Find out what contributed to their longer-term success and uncover the latest details on fee trends in our timely Q4 Post-Negotiated Fee Analysis.
Research and Thought Leadership | March 1, 2023
Report: Q4 2022 Plan Universe Allocation & Return Analysis
Defined benefit plan performance closed out the year favorably, with a Q4 median return of 5.18%—finally breaking its negative performance streak. Our latest report breaks down institutional plan performance data from all of 2022 so you can make the right allocation decisions in 2023.
Research and Thought Leadership | February 16, 2023
Report: Don’t Take Value at Face Value
The relationships between factors are not always easy to spot. This report uncovers why investors should look at the world through a multi-factor lens to prove their investment style or fund fit.
Research and Thought Leadership | February 14, 2023
Report: January 2023 Factor Performance Analysis
Equities rebounded worldwide in January, with investor behavior showing signs of optimism. What does this strong start for 2023 mean for factor performance? Find out in this report, which examines global factor performance data from Style Analytics.
Case Studies and Best Practices | January 24, 2023
Use Case: Style Analytics Fund of Funds Studio for Asset Manager Front-Office Sales
See how a front-office salesperson can use Fund of Funds Studio from Style Analytics to make a compelling case for replacing an incumbent in an asset owner’s portfolio.