Research firm launches style filters to blend multi-asset funds     

Addition to multi-asset DNA reports to support performance monitoring

Julia Bahr
clock • 2 min read

Scopic Research has added an investment style filter to its multi-asset DNA reports service to help intermediaries planning to blend multi asset funds together.

They can now filter the Scopic Research database of multi-asset DNA reports that currently covers 120 funds from 16 fund groups by using combinations of investment outcomes to reflect classifications of growth, income delivery and volatility management, according to the firm. It explained that additionally, filters were being used for likely volatility risk versus broader equity markets, methods for assessing ESG related risks, and now the addition of 12 investment style attributes. "The investment style filter goes beyond the usual investment styles that are widely recognised in sing...

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