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Bernie Nelson

20763

Style Research launches style-driven funds comparison tool

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Style Research, an independent, global provider of portfolio style, risk and performance analytics, is launching a product to enable investment professionals to directly compare fund portfolios based on style factors. 

Peer Insights provides users with deep, independent insight into portfolios, removing much of the speculation and hyperbole that exists in the industry.

With more than 20,000 mutual funds now vying for attention, it's become increasingly difficult for investors to distinguish between portfolios, and for fund managers to stand out from the crowd. Users of Peer Insights can compare portfolios and fund managers either on a standalone basis or against industry indices. Fuelled with fund data from Morningstar, Inc., the service provides a level of unbiased analysis that's expected by investors, and needed for confident decision-making.

"At surface level, funds can often seem highly similar, despite significant differences in key underlying factors. Investors need to be able to compare portfolios on a granular level," says Joanna McGinley, head of global redistributor solutions for Morningstar. "We're providing our data to Peer Insights to help investors identify and highlight style and risk differences among funds as they compare portfolios and make investing decisions."

"With a variety of proprietary methodologies for presenting analysis of portfolios, meaningful comparison has become overly complex," says Bernie Nelson (pictured), President, North America of Style Research. "By providing style and risk insights tailored to the vocabulary of investment professionals and their clients, Peer Insights greatly reduces associated inefficiency and risk. This supports confident decision making with the ability to communicate a clear story to stakeholders."

Peer Insights is the latest addition to Style Research's suite of style-oriented, analytical solutions. Formed in 1997, Style Research supports more than 300 clients in 28 countries.

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