Peer Group Analysis

Each month, receive a 50-page PDF report that benchmarks a fund against its competitors, offering deep dives into country and sector positions, key weight differences, and consensus views. This analysis provides full granularity on how a fund differs from its peers, highlighting its distinct market position.

Compare your fund’s stock holdings with active peers to pinpoint key differences, unique positions and notable absences of popular holdings. Understand where positioning and sentiment lies for all stocks in your portfolio, and track the major fund moves in stocks that you own.

Leverage historical fund holdings data to identify and articulate long-term strategic positioning biases. Gain insight into your fund’s consistent approaches across key regions, countries, sectors, or industries, showcasing its distinct investment strategy over time.

Explore comparisons of key financial metrics like P/E ratios, P/B ratios, EPS, ROE, Market Cap, and Active Share. These metrics make it easy to visualize a fund’s character and composition versus peers, helping you identify the fund’s unique selling points and articulate your strategy more effectively to potential investors.

Examine your fund’s performance against all peers and within specific subgroups sharing the same style, market cap focus, or benchmark independence. Understand your ranking over any period, clearly identifying times of outperformance and underperformance.