StyleADVISOR gives users the ability to perform sophisticated analysis that gets to the heart of a manager’s style, performance and risk profile.
Style Analysis. Investment style is fundamental for creating investment portfolios and evaluating a manager’s performance. StyleADVISOR uses returns-based style analysis to determine a manager’s investment style and to test for style consistency. StyleADVISOR is the only available software package that uses a quantitative measure of style drift.
Performance. StyleADVISOR calculates manager performance versus both a market benchmark and the unique style benchmark created by StyleADVISOR.
Risk. StyleADVISOR has unique functions to evaluate risk, including dispersion and downside measures, which can be displayed on graphs or tables.
Peer Groups. StyleADVISOR includes a powerful capability to quickly create and display peer group comparisons versus a custom peer group or one of Zephyr’s Universes for over 25 statistics.
Attribution. Using StyleADVISOR’s returns-based style analysis, one can get a very good idea of whether a manager’s alpha is from stock selection, sector bets or market timing.
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