TITLE

Controlling the Limitations of Style Analysis

AUTHOR(S)
Cummisford, Robert; Lummer, Scott
PUB. DATE
October 1996
SOURCE
Journal of Financial Planning;Oct96, Vol. 9 Issue 5, p70
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
A technique known as returns-based style analysis has become a popular way to evaluate portfolio managers. With style analysis, analysts are no longer required to complete extensive research on each security held by a fired in order to determine the manager's style. A variety of software products are available that allow investors and advisors to perform such analysis quickly and easily, with many beneficial results.
When used properly, returns-based style analysis provides a cost-effective accessory to fundamental analysis techniques. However, like almost any investment analysis tool, it is not without its flaws. This article reviews these limitations.
ACCESSION #
5560108

 

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