Case Studies and Best Practices
Case Studies and Best Practices | August 18, 2023
Use Case for Wealth Firms: Delivering unique insights for fund research and portfolio construction
3 Key Phases in the Portfolio Management Lifecycle for Wealth Firms
Case Studies and Best Practices | May 18, 2023
Use Case: Style Analytics Fund of Funds Studio for Wealth Managers
When an asset owner updates their investment requirements, you need to move quickly to find funds that fit. The new Fund of Funds (FoF) Studio from Style Analytics allows wealth managers to build the client’s current portfolio, run analyses, compare funds and propose substitutions – all in just a few clicks.
Case Studies and Best Practices | April 21, 2023
Use Case: Style Analytics Fund of Funds Studio for Multi-managers
Multi-manager investments can be effective. But when you need to find substitute funds outside of the buy-list, the process becomes tedious and time consuming. This use case explores a faster, easier way. The new Fund of Funds (FoF) Studio from Style Analytics provides access to a greater fund opportunity set—eliminating the need to reach out to individual fund managers for holdings data.
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.
Case Studies and Best Practices | March 30, 2022
Video: Hiring Managers: How SFERS differentiates managers using style factors
Are managers making the right projections—do funds have the right factor exposures? At San Francisco Employees’ Retirement System (SFERS), they perform peer comparisons and use intuitive visualizations to present analyses on both quantitative and fundamental managers. See how.
Case Studies and Best Practices | March 28, 2022
Case Study: Portfolio Analytics and Reporting: Superior Capabilities and World-class Service
Client reporting needs are unique and often complex– varying by institutional plan type, but always requiring robust portfolio analytics and performance calculations. According to Canterbury Consulting, it is important to have the broad range of data sets, ability to customize, and superior services and support to deliver custom client reporting on institutional assets. This is why it relies on Investment Metrics for over a decade.
Case Studies and Best Practices | March 18, 2022
White Paper: Factor Investing Primer
Investors are drawn to factor investing because of its above market risk-adjusted returns, quantitative nature, and reliance on fundamental financial data. But what exactly is factor investing? This white paper breaks down the basics behind the strategy to uncover how and why the approach works.
Case Studies and Best Practices | March 9, 2022
Use Case: DeltaZoom™ Fund of Funds for Asset Managers
What caused a style drift change in a multi-fund pooled investment? Factor change analysis within a fund of funds has been near impossible – until now. See exactly how sub-fund trading decisions affect factor exposures in a multi-manager’s fund of funds. Learn more in this real-world example.