Purpose Equity Risk and Style Analysis
Users
bulletMoney Managers
bulletPlan Sponsors
bulletAsset Consultants
Supplier Style Research

Identify where your portfolio's Style bets are relative to the benchmark and ensure clients and consultants can see your strategy at work.

bulletGraphically analyses your portfolio's Styles in each market relative to a benchmark
bulletSnail Trails provides history of portfolio movements
bulletLeague graphs provide comparisons of many manager portfolios at once
bulletOptimiser creates lowest risk portfolio of fund of funds against a single or composite benchmark
bulletProvides tracking error and risk decomposition of the portfolio
bulletEnsures your Style bets are reflected in the portfolio
bulletColour graphs provide great marketing tools for clients
bulletIndependent results ensures no bias in the information received
bulletUses sophisticated analysis of 31 different Styles
bulletCovers 11 different value and10 different growth measures
bullet10 Other Styles covered are risk, size, success, gearing and quality of the stock
bulletStocks can have multiple factor exposure - in line with most practitioners views
bulletBroad coverage of securities with over 42,000 stocks in 53 markets
bulletSector influences are separated to ensure no mixing of factors in the analysis 

Would you like to arrange for a more information or a trial by contacting us at help@quantshop.com or learn more about Style Research or other equity risk and Style analysis products

 

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