3 Key Phases in the Portfolio Management Lifecycle for Wealth Firms

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.

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.

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.

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.

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.

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.

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.