Clients rely on you to navigate the complex financial market and deliver unique, continuous value to meet their investment objectives. You have the expertise, however it’s challenging to stay ahead of ever-changing market conditions, with research often time-consuming and costly.
Keeping ahead with the latest data and insights across the portfolio management lifecycle is critical, to ensure fast and informed decisions.
Fill out the form to read our Wealth Manager Use Case and learn how the modular Style Analytics tools can quickly provide you with the insights you need to build, visualize and communicate differentiated strategies.
Our insights are informed by access to thousands of funds through Morningstar and eVestment databases, 130+ factors and ESG metrics to demonstrate factor exposure.
Featuring the 3 key phases in the portfolio management lifecycle, we demonstrate how to:
- Undertake manager due diligence to meet a client’s objectives
- Research and select managers
- Aggregate individual manager characteristics into a total portfolio view
- Identify the key drivers of style, risk, performance and more.