Gain competitive insights through fund comparison
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 factor transparency into a universe of competing funds
Access unparalleled factor exposures data.Collecting data for peer analysis can be time consuming. We’ve pre-calculated over 28,000 funds’ factor exposures, based on their underlying holdings data, so you can get accurate peer insights instantly.
See how a fund stacks up against its peer so you can differentiate.
Uncover how managers differentiate themselves.Compare a fund to its custom peer group to reveal key factor exposures behind an investment strategy. Create a short list of managers that fit your criteria.
Compare and select managers using analysis of 130+ factors.
Identify competing and complementary funds instantly.The Similyzer™ module proactively examines thousands of funds so you can instantly see exactly how funds are similar and how they differ. Find the right fit and build better portfolios faster.
Identify funds with the right fit.
Visualize the real difference.Create a custom peer group from over 28,000 funds using intuitive filters. Identify and compare funds with the desired factor exposures. Our Style Skyline™ makes it simple to visually compare factor exposures, see outliers and demonstrate differentiation.
Style Skyline™ sets the standard for intuitive visualization of factor exposures.
COMPREHENSIVE DATA
Access unparalleled factor exposures data.Collecting data for peer analysis can be time consuming. We’ve pre-calculated over 28,000 funds’ factor exposures, based on their underlying holdings data, so you can get accurate peer insights instantly.
See how a fund stacks up against its peer so you can differentiate.
MANAGER SELECTION
Uncover how managers differentiate themselves.Compare a fund to its custom peer group to reveal key factor exposures behind an investment strategy. Create a short list of managers that fit your criteria.
Compare and select managers using analysis of 130+ factors.
FUND COMPARISON
Identify competing and complementary funds instantly.The Similyzer™ module proactively examines thousands of funds so you can instantly see exactly how funds are similar and how they differ. Find the right fit and build better portfolios faster.
Identify funds with the right fit.
PEER FACTOR ANALYSIS
Visualize the real difference.Create a custom peer group from over 28,000 funds using intuitive filters. Identify and compare funds with the desired factor exposures. Our Style Skyline™ makes it simple to visually compare factor exposures, see outliers and demonstrate differentiation.
Style Skyline™ sets the standard for intuitive visualization of factor exposures.
Analyze competing funds quickly, with confidence
Peer Insights™, part of the Style Analytics solution, allows you to instantly compare any fund to any peer group of your choice. We’ve pre-calculated over 28,000 funds’ factor exposures – based on their underlying holdings data – so you can see exactly how a fund stands out from the crowd. Its innovative module, Similyzer™, tells you exactly how similar a fund is to other funds so you can demonstrate clear differentiation, leverage insights to compete and drive product innovation.
130+ pre-calculated factor exposures on over 28,000 funds
Style Skyline™ sets the industry standard for intuitive visualization of factor exposures
Innovative fund comparisons on factors, performance, risk, ESG and other metrics to show similar funds
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USE CASE
Asset Manager Use Case for Similyzer™
“Style Analytics is the best factor analysis solution available. It allows you to analyze your own fund and tells you what other funds are most similar—and different from your style. It’s visual, process-oriented, statistical and instantly performs objective analyses for your use. With capabilities to analyze against portfolio, market, and peers, everyone would benefit from this tool.”
Demo Peer Insights™
If you have a question or need more info, we would be delighted to speak with you.
Investment Metrics, a Confluence Company, is a global leading provider of investment analytics, reporting, data and research solutions that help institutional investors and advisors achieve better financial outcomes, grow assets and retain clients with clear investment insights.
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