New Tool Compares Fund Portfolios Based on Style Factors

Style Research is launching Peer Insights to help investment professionals directly compare fund portfolios based on style factors. 

The new product uses fund data from Morningstar Inc. to provide deep, independent insight into portfolios. With Peer Insights, users can compare portfolios and fund managers on a standalone basis or against industry indices.

“At surface level, funds can often seem highly similar, despite significant differences in key underlying factors. Investors need to be able to compare portfolios on a granular level,” says Joanna McGinley, head of global redistributor solutions for Morningstar. “We’re providing our data to Peer Insights to help investors identify and highlight style and risk differences among funds as they compare portfolios and make investing decisions.”

“By providing style and risk insights tailored to the vocabulary of investment professionals and their clients, Peer Insights greatly reduces associated inefficiency and risk,” adds Bernie Nelson, president, North America, at Style Research. “This supports confident decision-making with the ability to communicate a clear story to stakeholders.”