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StyleADVISOR
Manager Analysis
· Style Analysis
· Performance
· Risk
· Peer Groups
· Attribution
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· Export to PDF or Microsoft Office
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Manager Search
Portfolio & Market Analysis
· Analyze Custom Portfolios
· Measure Portfolio Diversification
· Evaluate Hedge Funds
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Asset Allocation

 

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Manager Search

StyleADVISOR can perform searches across thousands of managers from different databases. For each manager selected for your search, over 50 statistics are calculated and presented in linked graphs and tables. Many of our databases include qualitative data, such as manager tenure and expense ratios, which can also be used to sort and filter managers.

There are three ways to perform manager searches in StyleADVISOR. StyleADVISOR’s Search Graphs allow you to search and filter managers visually. The StyleADVISOR Filter allows you to enter all of your criteria at once, noting the number of managers eliminated by each criterion. You can also place thousands of managers and all of the statistics in a spreadsheet format.

With StyleADVISOR;s Search graphs, multiple graphs with different statistics and over different time periods are linked together so that you can see the progression of your search.

Manager Search

The search graphs are also linked to a table that shows the manager name and all of the statistics and qualitative facts.

With a few clicks of the mouse, you can automatically build a workbook (style map, risk return, etc.) for the highlighted managers.

Manager Search

A sample of the Search Statistics available in StyleADVISOR

 

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