Investment portfolio analysis and comparison

Click below to speak to a MercerInsight representative and unlock access to the Style Analytics Module

Has your equity Investment Manager delivered its target factor exposure? Has it changed over time? How does it compare to its peers?

MercerInsight® Style Analytics Module enables holdings-based factor analysis for equity funds and comparison against Mercer curated peer groups.

Highlights of the Style Analytics Module:

Portfolio factor analyses on more than 4,500 equity portfolios each quarter
Analysis of a portfolio’s exposure and risk to sector, country, region and other factors
Comparison of portfolios to their benchmarks and to Mercer curated peer groups

Allowing you to:

Identify changes in a manager’s style over time

Take control and monitor portfolios in-house, with easy to use analysis and visual outputs

Find the best fit for your mandate by comparing factor exposure of competing funds

Please see our Important Notices

About Style Analytics®

Style Analytics® is the provider of industry standard factor and portfolio analysis, delivering objective and independent insights into markets, peers and portfolios.

Their independent factor analysis framework provides the right tools to help uncover and monitor factor exposures in an easy to interpret and accessible way. This gives investment professionals the transparency required to make educated investment decisions.

management style factored in

Click below to speak to a MercerInsight representative and unlock access to the Style Analytics Module

Has your equity Investment Manager delivered its target factor exposure? Has it changed over time? How does it compare to its peers?

Highlights of the Style Analytics Module:

Allowing you to:

About Style Analytics®

Mercer Canada

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