Manager Selection, Monitoring & Review

An effective and well executed process for Manager Selection, Monitoring & Review is an important aspect of the business of many wealth managers as they administer and manage the assets of their clients. Our Manager Selection, Monitoring & Review business need is a resource to support your discovery, understanding and engagement of the various solutions, solution providers and relevant knowledge resources in this important area.

  • Total Solutions115
  • Solution Providers52
  • Knowledge Resources1
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London, United Kingdom

Advice & Research

Albourne is committed to: Non-discretionary advice Fixed fee pricing Independence Albourne believes in promoting alignment and avoiding conflicts...

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Geneva, Switzerland

Advisory Services

On the one hand, the activity of wealth management and trading were built by amalgamating old methods of diversification and modern knowledge of management. On the other hand, the investment process has developed rapidly thanks to the information revolution and the rise of ever more abundant regulation and legislation. Based......

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New York, NY, United States

Alternative Asset Advisory

Duff & Phelps’ Alternative Asset Advisory segment provides supportable, transparent valuations of illiquid, difficult-to-value investments and complex securities to issuers, investors and regulators. Companies look to Duff & Phelps as both an advisor and sounding board to provide them with independent and objective advice that enables them to make the......

Atlanta, GA, United States

Alternative Investments Consulting

LCG has been advising clients with regard to alternative investments for several decades and our research on alternative strategies is extensive. LCG’s collaborative, team-oriented approach to research is designed to ensure that our firm is on the forefront with regard to alternative asset classes, including: Agriculture/timber Arbitrage/non-directional hedge funds Commodities Infrastructure Long/short credit Long/short equity Private debt Private......

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Toronto, ON, Canada

Analytics

With over 30 years of industry experience and the largest Canadian investment fund database, Fundata is able to offer in-depth, precision and custom analytic solutions. Expertise and industry intelligence enable our consultants to offer valuable data-driven analytical solutions customized to the specific needs of our clients. We transform raw data into meaningful......

St Peter Port, Guernsey

ARC Private Client Indices

Gain a unique insight into the actual returns being generated by investment managers for their discretionary private client portfolios. The PCI performance series are based on real performance numbers provided by participating investment managers. The PCI provide an accurate reflection of the actual returns that a private client should expect for......

London, United Kingdom

Asset Allocation

Where are we in the economic cycle? What is the relative value of different asset classes? How are technical factors, such as regulation, impacting prices? Aon Hewitt’s Global Asset Allocation team continually asks and answers questions like these. We use our findings to help clients make timely decisions about asset allocation......

Atlanta, GA, United States

Asset Allocation Modeling

Asset allocation is among the most important decisions that investors make. Asset allocation has an important role in a portfolio’s long-term return. We believe that modeling the asset mix is one important tool in determining an investor’s long-term strategic asset allocation. LCG’s approach to helping clients make asset allocation decisions......

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Atlanta, GA, United States

Asset/Liability Analysis

Asset allocation decisions need to be made with a clear and thorough understanding of the liability while also considering the goals and objectives of the organization. We maintain our own internally-developed, proprietary systems to conduct asset/liability studies using data from our clients’ actuaries. LCG’s asset/liability studies consider the following: Current and......

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Melbourne, VIC, Australia

Bespoke Consulting

Bespoke consulting Zenith Consulting provides tailored solutions to advice practices seeking to differentiate their offering and improve their investment capability. Clients engage with Zenith to build bespoke approved lists and portfolios, participate in investment committees, customise portfolios and generate tailored reporting. We have a team of seasoned investment consultants who have been with......

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Chicago, IL, United States

Capital management and risk mitigation

Turbulent conditions over the past decade have prompted new regulations and calls for increased transparency, even as industry consolidation continues. As financial institutions continue to consolidate, understanding and managing the regulatory environment will remain a crucial area of consideration. In this challenging environment, Kearney helps financial institutions with end-to-end risk mitigation......

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London, United Kingdom

Citywire Fund Manager Ratings

We track more than 15,000 active managers in 41 countries across the world. Here are three great things about our Fund Manager Ratings: We track the manager not the fund, looking at how they’ve performed across all the funds they’ve run, wherever they’ve run them over the past three years. We stick to the......

London, United Kingdom

Citywire Selector

Citywire Selector is firmly established as the leading channel for professional fund investors around the world – online, in print and at our major events. Together, our website and monthly magazine provide the news and analysis that fund selectors need to do their jobs, from breaking news to in-depth interviews with......

St Helier, Jersey

Consultancy

A pedigree approach. Enhance Consultancy works closely with our clients to thoroughly grasp their individual circumstances and vision and, together with their trusted advisors, offer insights and expertise to build a suitable and optimally performing investment portfolio. With senior industry experience, demonstrated by CFA and CISI accreditation, our Advisory Team offers strategic......

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St Peter Port, Guernsey

Consulting

We provide private clients, wealth advisers, trusts and charities with the opportunity to use unbiased advice on how differing investment styles and approaches can be blended to deliver the highest probability of meeting investment objectives. And we do this backed by years of data collection and careful analysis. This consists of: Investment......

Amsterdam, Netherlands

Controversies Research

Based on the most up-to-date information from a wide range of reliable international and local news and NGO sources, investors can access our Controversies Research through Sustainalytics’ Global Access portal. Our controversy assessments can be used alone for screening or engagement, or they can be used in conjunction with ESG......

Amsterdam, Netherlands

Corporate Governance Research & Ratings

These qualities have long been embraced by investors as potential sources of investment risk and, more recently, opportunity. Looking at corporate governance through a broad investment lens, our research can support your assessments by providing you with comparable global data that is sensitive to local market practices. Uncover investment risk Corporate governance......

Amsterdam, Netherlands

Country Risk Research & Ratings

The country ESG score is based on 36 third-party indicators that attempt to quantify intangible factors, which influence a country’s long-term economic prospects. Some indicators include corruption, societal stability and environmental stewardship. We provide each country with a rating of A to E for comparison purposes and investors have the freedom to adjust the......

London, United Kingdom

Custodian Bank Benchmarking

Our services enable clients to understand the relative service quality and value for money they receive from their service providers, both in absolute terms, and relative to their peers. We help our clients maximise the value and quality of the services they receive, across multiple services, fund types and jurisdictions. Our......

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Chicago, IL, United States

DBRS Morningstar®

On July 2, 2019, Morningstar, Inc. completed its acquisition of DBRS to expand global asset class coverage and provide investors with an enhanced platform featuring thought leadership, analysis and research. DBRS Morningstar is committed to empowering investor success, serving the market through leading-edge technology and raising the bar for the......

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Haddenham, United Kingdom

Defaqto Ratings

Defaqto’s large team of in-house analysts has researched the whole market for each product category in great detail and produced Defaqto Ratings to help you understand and segment the market, and give you (and your clients) assurance about the product that you have chosen. Defaqto Ratings are also available within our......

New York, NY, United States

Due Diligence Services

Comprehensive expert analysis Eurekahedge, through its extensive global network of consultants and analysts, offers comprehensive operational / risk due diligence report services on hedge funds enabling institutions, fund of funds, advisors, endowments, foundations and family offices to evaluate whether asset managers meet operational best practice. Consistent in-depth ranking and scoring Utilising a proprietary......

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Geneva, Switzerland

ESG Consensus®

The ESG Consensus® methodology provides the most representative market perception of an investment’s sustainability risk. The assessment is based on multiple recognized ESG sources. It determines the average and the convergence of these independant ESG opinions in order to guarantee reliable and unbiased results. Representative of market perception Conser uses more than 20 different recognised ESG......

Zurich, Switzerland

ESG Exclusion Criteria

These criteria can be the values of the owners on the one hand, and global guidelines such as the ten principles of the UN Global Compact on the other. Within the various sustainable investment approaches, exclusion strategies continue to be the most frequently used. Screening provides the information necessary to......

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Zurich, Switzerland

ESG Impact Ratings

In addition to conventional analysis of CSR and annual reports, our methodology takes into account the impact of production and products on the environment and society. This means that the ESG Impact Rating measures the positive and negative impact of companies on the environment and society. The research universe currently comprises......

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Chicago, IL, United States

ESG Investing Solutions

A global standard for sustainable investing The Morningstar Sustainability Rating™ for funds allows investors to understand how the companies in their portfolios are managing their environmental, social, and governance – or ESG – risks relative to their peers. This rating is built to enable advisors and investors to directly compare companies......

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Zurich, Switzerland

ESG Investment Universes

At Inrate, investors choose from a wide range of sustainable investment universes - from traditional best-in-class universes to specific theme universes, such as climate change, mobility and water. The universes can be used by portfolio managers as a direct default. Based on this, portfolios can be created. The criteria that apply......

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Zurich, Switzerland

ESG Portfolio Analysis

The assessment is carried out based on both equal and capital weightings and is always presented in relation to a comparative index. The analysis focuses on the overall sustainability of the companies in the portfolio, controversial products and critical behaviours. An attribution analysis is also included. This provides information on......

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Amsterdam, Netherlands

ESG Portfolio Analytics

ESG performance High-level overview of your portfolio’s environmental, social and governance performance with a breakdown per sector and company Benchmarking Comparison of your portfolio’s ESG performance to a benchmark of your choice with a percentile breakdown per sector Controversy overview Overview of the most controversial holdings with summaries of relevant events ESG leaders & laggards The top......

Amsterdam, Netherlands

ESG Signals

The tool analyzes thousands of correlations between variables over time and applies machine learning to extract meaningfully predictive risk and opportunity indications. With ESG Signals, heads of research and portfolio managers have a powerful portfolio monitoring, alerting and investment decision support tool. In addition, ESG Signals can also be used......

Atlanta, GA, United States

ESG/SRI

Today, Environmental, Social, and Governance (“ESG”), Socially Responsible Investing (“SRI”), Impact Investing (“II”), and Mission-Related Investing (“MRI”) are increasingly becoming important topics amongst many organizations. There are numerous ways to integrate these principles into your portfolio’s investment process. Having assisted clients with ESG/SRI/II/MRI programs since the late 1990s, we help formalize and......

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London, United Kingdom

ESG & Sustainability

Yet it is clear to all of us that the ways we produce, consume and finance will have to change. At MJ Hudson, we believe that investors play an important role in this transition. First, to better understand the impacts of their investments on climate change, ecosystems, and society. Second, to......

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Sydney, NSW, Australia

ESG & Sustainability Analytics

Impact investing is a rapidly expanding amid greater interest from asset managers and other institutional parties which recognises that many investors seek to meet their return goals whilst aligning their investment portfolios with the holistic values and beliefs of their organisation and the wider society. At Foresight, we integrate multiple financial......

New York, NY, United States

ETF and Mutual Fund Research

Advisors often develop investment strategies to help their clients reach goals that are years away or even decades away. Does it make sense to use research based exclusively on past performance to analyze mutual funds and ETFs and make informed investment decisions? CFRA provides a balanced, forward-focused approach In addition to looking at......

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New York, NY, New York,NY

ETF Data & Analytics for Professionals

Historically, investors who wanted access to a specific investment strategy would buy baskets of individual securities or use specialized managers. This was often research intensive & expensive. The introduction of ETFs changed this - it now gave them tradable, transparent, low cost access to specific asset classes & strategies. This......

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Zurich, Switzerland

Expert Witness

Our performance monitoring tools provides a vast database of information on the relative performance of the investment community which supports the analysis of expert witness claims relative to peer group, benchmark or customised measures. Peritus analysts perform deep due diligence on the wider investment and private banking industry. This supports a......

Norwalk, CT, United States

Fee Analyzer

Gain competitive insight Fee Analyzer is an interactive product for asset managers and institutional investors to benchmark and analyze actual post-negotiated fees (rather than published fees) and performance across plans types, asset classes, and investment styles. It includes over 70,000 fee observations across over 65 investment styles and is updated quarterly......

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New York, NY, United States

Forensic Research

Delivered through Accounting Lens, CFRA forensic research covers on an extensive universe of companies and industries believed to have significantly poor quality of reported financial results, operational metrics and corporate governance problems. Foresnic accounting research services include: Access an extensive database of forensic and qualitative research, analysis and opinions on critical market......

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New York, NY, United States

Fundamental Equity Research

More than 12,000 quantitative and 1,500 qualitative reports on 5,000+ U.S. and global corporations. Featuring proprietary STARS recommendations for investors to better understand trends and themes in the market. Includes Buy, hold and sell ratings Price targets Performance Financials Features Forward-looking analysis aligned with a wealth advisor’s workflow Fast access to real-time data Clear charting of consensus recommendations and......

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Geneva, Switzerland

Fund Database

Each fund is categorized according to its sustainability objectives and rated accordingly. The fund analysts assess the investment process, the quality of the external fund's management team and the sustainability track-record of its portfolio. Each fund is then given a qualitative rating. A quantitative screening based on risk and alpha......

Geneva, Switzerland

fundeye

All data and documents are sourced exclusively from fund companies or their administrators to guarantee a superior service in terms of quality and to guarantee the accuracy of all data and mandatory publications. With its high-volume capability, fully automated and seamless data and document flows, fundeye provides fund companies with the......

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London, United Kingdom

Fund Performance Analytics

We help investors achieve a better understanding of the value drivers behind private equity investments and, subsequently, to make better investment decisions. MJ Hudson offers specialized consulting services to institutional and other sophisticated investors by providing detailed insights into the key aspects of private equity investment performance. Our mission is to......

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Crowborough, United Kingdom

Fund Research

The SELECTAPENSION Fund Research tool allows you to research over 50,000 Pension and Investment Funds at any one time. This essential tool illustrates which available funds meet your individual specified criteria, choosing from: Fund Performance Morningstar and OBSR Analyst Rating Fund Risk Rating Fund Size and Charge Fund Due Diligence Portfolio Management Fund Attributes including: Fund of Funds......

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London, United Kingdom

Fund Search

View our single page fund fact sheets, providing impartial research and covering fund opinion, information on a fund’s characteristics, an in-depth explanation of how a fund might be used and our evaluation of a fund’s risk and SRRI score....

Sydney, NSW, Australia

Fund Station

Foresight factors Our returns-based factor model designed by Foresight to perform manager selection and appraisal allows us to decompose risk and return of those funds with more than 3 years of history. What we can offer through Fund Station: Cloud based portfolio analytics platform where outputs can be tailored by Foresight Easy to use interface......

Sydney, NSW, Australia

Fund Strategy Consulting

Because of our deeply rooted background and expertise in finance we provide fund strategy consulting to asset owners in regards to portfolio construction and risk management frameworks as well as strategic consulting and fund strategy consulting. We analyse industry intelligence and research to determine both the demand and supply side to......

Amsterdam, Netherlands

Global Compact Compliance Service

Our Global Compact Compliance Service company reports provide an assessment of a company’s involvement in controversies relative to the 10 Principles of the UN Global Compact and international norms. We assess a company’s impact on stakeholders and the extent to which it violates, or is at risk of breaching, any......

London, United Kingdom

Global Investment Management

Fund manager search and selection is an intrinsically complex business. Today, pension schemes are faced with thousands of investment products from thousands of fund management firms. With information on more than 6000 of these firms, and the 13,500 products they offer, Aon Hewitt's Global Investment Management Team is 100% focused on......

New York, NY, United States

Global Islamic Fund Database

Generally, these principles require that investors avoid interest (riba) and investments in businesses that provide goods or services going against the spirit of Islam. Islamic funds constitute a fast growing sector of the wider Islamic finance industry that is expected to grow past the US$2 trillion mark by the end......

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London, United Kingdom

Governance

Our robust governance process analyses competency, safety, sustainability and value add for end investors. Our extensive structural and operational risk analysis assesses idiosyncratic risk when selecting a manager, but also addresses potential hidden risks embodied in regulated collective vehicles....

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New York, NY, United States

Hedge Fund Databases

Our comprehensive hedge fund databases covering various strategies; arbitrage, CTA/managed futures, event driven, fixed income, long/short equity, macro, multi-strategy and relative value, are used by investors such as sovereign wealth funds, endowments and trusts, insurance companies, foundations, family offices, pension funds, other institutional investors and high net worth individuals, Besides an......

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London, United Kingdom

IA Overviews

See our IA Sector Overviews for help in understanding more about the composition of the Investment Association sectors, the different styles and structures that exist and the positioning of our featured funds within their respective IA sectors....

London, United Kingdom

Independent Global Investment Research

Investment ideas We publish Investment Ideas that are generated by the Enigma Investment Radar Regular. We cover asset allocation, equity regions, sectors, industries, stocks, currencies and commodities. All the investment ideas are backed up with the data-driven reasons (fundamental value and/or market trends). Model portfolios We provide equity-only and multi-asset model portfolios which......

Zurich, Switzerland

Independent Valuation

In recent years, the market for structured products has grown significantly. This applies to the numbers of products and the turnover levels, as well as the complexity and variety of traded products. Within the context of greater need for transparency and ever-increasing requirements of regulating bodies, steady growth in demand for......

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Edinburgh, United Kingdom

Insight

Looking for key stats on gross and net flows, wrapper splits, customer numbers and AUA? It’s here. Want to drill down into proposition detail? It’s here – in more depth and presented more accessibly than anywhere else. And want to know how platforms are addressing the issues of the day?......

Zurich, Switzerland

Interim Management

Special situations with missing internal management capacity at C-level requires an interim manager. ricma has supported clients in such transition phases which have occured during mergers. Our team of leaders has a proven track record of success in filling  position like CIO or CTO. We are able to provide interim......

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London, United Kingdom

Investment Advisory

Initially established as Allenbridge, MJ Hudson’s Investment Advisory team now operates under MJ Hudson Allenbridge, providing a range of investment consultancy and independent advisory services. With GB£70 billion of assets under advisement and a high-calibre advisory team that offers substantial senior experience across the investment and pension fund industry, we are......

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London, United Kingdom

Investment Advisory Services

Towers Watson’s Investment Advisory services offer expertise in risk assessment, strategic asset allocation and investment manager selection, helping to create financial value for institutional investors. The business employs over 800 associates worldwide, has more than 1,000 pension funds and institutional investors as clients, and has over US$2.2 trillion of assets under advisory. Our......

London, United Kingdom

Investment and Risk Advisory

Asset allocation Combining years of experience building multi-asset mandates and performing risk allocation, Landy Partners helps clients make sense of their portfolios. In particular, Landy Partners is expert in portfolio diversification and downside protection. Manager selection With 15 years of experience in the manager selection and hedge funds industry, the team at Landy Partners helps......

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Sydney, NSW, Australia

Investment Committee Participation

Gain greater confidence in your investment process with fresh perspectives and the full backing of Lonsec’s investment research....

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Zurich, Switzerland

Investment Consultancy

Wealth that has been created should not be destroyed. Our philosophy is that capital should firstly be preserved and secondly grown. This results in us identifying companies who are not only good at generating consistent positive returns but who also are excellent at minimizing or avoiding losses. The essential first step......

Zurich, Switzerland

Investment Consulting

Do you invest money? We develop modern and advanced strategic asset allocations, tailored to your needs. We help you identify investment opportunities and support you in managing your financial risks. We participate in your investment committee....

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London, United Kingdom

Investment consulting for institutional investors

Mission and objectives Define the institution’s investment mission and investment objectives to guide all investment decision making, providing clarity and consistency We work with asset owners to articulate and document a mission statement for the institution by engaging with key stakeholders, referencing examples from similar investors. We then assist with communicating the mission......

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Sydney, NSW, Australia

Investment Modelling

We use actor and statistical based frameworks for modelling where suitable. We provide tailored and structured solutions to help them further their decision-making process. Whitepapers for public distribution can also be provided if requested. Our advisory work is underpinned by evidence-based analytical framework, long-term perspective on markets and industry, technology and data,......

Zurich, Switzerland

Investment Monitoring

We can help design an internal solution or offer an outsourced solution in the following areas: Manager performance analysis Account risk profiling Asset allocation modeling Manager proposals Core manager list design Beauty parade support Fee negotiation / agreement reviews Ongoing manager monitoring ...

Zurich, Switzerland

Investment Outsourcing

Do you want to focus on your core competencies? We support you by providing the process input you need, as if we were part of your organisation. We take on full outsourcing of the investment process including the necessary communication....

Atlanta, GA, United States

Investment Policy Development

A client’s investment policy statement serves as the blueprint that establishes and outlines the procedures, investment philosophy, guidelines, and constraints to be followed by all parties. The purpose of a formal investment policy statement includes the following: Define the purpose and mission of a portfolio Document financial goals, objectives and constraints Acknowledge spending......

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Melbourne, VIC, Australia

Investment Research

Fund research We have a 17-year track record and one of Australia’s largest teams generating proprietary managed funds research. Our funds research package serves three primary functions, as shown below. 1. Ratings for investment actions, with supporting research 2. Reports and documents that increase your workflow productivity 3. Research analysis that increases your investment knowledge It’s a labour-intensive......

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New York, NY, United States

Legal Edge

CFRA identifies potential mispricings related to major patent and other litigation, crisis events, regulatory events and other potential market catalysts. Inights on breaking events and emerging lefal themese can be material to investment decisions. Perspectives A multi-disciplined approach and strong track record looking at the interoperation between legal strategy and business fundamentals. Ideas Proactive research......

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Sydney, NSW, Australia

Listed Investment Products

Our managed funds research process is adapted to the type of fund structure to ensure all relevant factors are taken into account, including the indexation method (for index funds), transparency, liquidity, governance issues (for LICs) and capacity. Exchange traded funds (ETFs) Research and ratings covering 144 of 162 ETF products listed on......

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Lee's Summit, MO, United States

LSA Portfolio Analytics

Research and analytics Gain immediate access to performance and monitoring reports for every product you’re interested in. Portfolio modeling Actively update your aum with our comprehensive portfolio models using the trading platform and product offerings of your choice. Industry insights Access exclusive videos, blog posts and more from industry influencers and innovators. Repeatable process Big meeting on......

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Sydney, NSW, Australia

Managed Funds Research

Deep resources We commit to a physical, on-site assessment of the fund’s people and processes, giving you a first-hand view of how the fund operates Rigorious methodology Our Fund Reviews represent an objective assessment of the fund’s ability to meet its stated objectives, allowing you to understand the key factors impacting performance Expansive coverage We......

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Santa Monica, CA, United States

Manager Evaluation

The Wilshire Investment Database contains over 42,000 investment vehicles: 10,000 separate account products 28,000 mutual fund products (Lipper) 1,800 ETFs 3,200 indices Hedge funds and hedge fund of funds Private equity and private real estate (Coming Soon) 275 total funds (large institutional plans) 100 fundamental portfolio characteristics In addition to supplying historical monthly and quarterly performance information, the Wilshire......

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Norwalk, CT, United States

Manager Research

Investment Metrics Global Database Manager Research is a comprehensive, easy-to-use analytical tool for evaluating asset managers and analyzing investment performance. It simplifies investment research and analysis with instant access to decision-support information on institutional and retail investments in the Investment Metrics Global Database. With a robust analytics engine, the tool allows......

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Sydney, NSW, Australia

Manager Search Solutions

We assess as many qualitative factors as possible which are split into: Business (culture, ownership structure, governance) Product (objective, cost, shorting, turnover) Investment (philosophy, capital allocation, risk controls) Operations (resourcing, governance, compliance) Sustainability (ESG and SDGs) Our qualitative research encompasses the following 3 layers: ...

Atlanta, GA, United States

Manager Selection

LCG believes that it is imperative to have a thorough understanding of each client’s unique return and risk objectives in order to source the most appropriate investment managers for their portfolio. As such, we do not maintain an “approved” list of investment strategies because we believe this practice leads to......

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London, United Kingdom

Manager Selection

At Stamford, we are proud of our distinctive approach to identifying, researching and monitoring exceptional investment talent and their portfolios. We leave no stone unturned in the search for investment managers we believe will generate superior investment returns over time. Over 30 years we have built up an extensive proprietary information base of thousands of managers. Our......

Chicago, IL, United States

Manager Selection Services

Extend your reach with our analysts We’re invested in the success of investors. You can depend on our research to support your clients’ investing needs. Extend your research and investment selection potential by adding insights from our global manager selection team. Build on our rigorous approach to manager selection Don’t take on the......

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Newport Beach, CA, United States

MarketDesk Professional

Professional is the most popular subscription package, consolidating all of your research into one source. Starting at $149/month for a full team, MarketDesk Professional is a wealth of knowledge. ​The subscription includes access to all Core and Idea Generation reports including our award winning Weekly MarketGuide. The Professional package also includes premium access to......

Newport Beach, CA, United States

MarketDesk White Label

Increase client engagement and grow your practice with white label insights. Our team writes the content. You customize and brand the content as your own. Clients receive timely market insights from you. ​Automate. Simplify. Grow. Build stronger client relationships Stand out & reach more prospects ...

New York, NY, United States

MercerInsight®

This powerful platform provides globally, comprehensive coverage of the products available to institutional investors and the ability to view a wide range of information from quantitative analysis on performance and holdings data through to the ratings and recommendations from Mercer’s global manager research boutiques made up of over 100 full......

New York, NY, United States

Mercer Manager Analysis Portal™ (Mercer MAP®)

Mercer Manager Analysis Portal™ (Mercer MAP®) provides access to the qualitative research used by Mercer’s consultants. The “Head Office” version is designed for your in-house fund research team, whereas the white-label “Front Office” version gives advisors access to Mercer’s qualitative insights, portfolio construction, and client-ready presentation capabilities....

Sydney, NSW, Australia

Model Portfolios

Leverage our core managed fund portfolios as well as specialised, objectives-based retirement solutions with a focus on liability matching....

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St Helier, Jersey

Monitoring

A quantitative approach. The Enhance Manager Analysis Programme (EMAP) quantitatively assesses the suitability profile of each investment portfolio against a defined Investment Policy using a combination of returns-based and holdings-based analytical techniques. Our proprietary EMAP Rating scores each investment portfolio using risk and return characteristics relative to the portfolio’s benchmark. This is......

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Chicago, IL, United States

Morningstar Fiduciary Services

In-depth investment expertise Leave the investment selection to us and spend more time pursuing your business goals. Our investment team conducts a comprehensive quantitative and qualitative analysis of funds, using the extensive fund research and data that you’ve come to trust from Morningstar. Ongoing support for your plan The work doesn’t stop once......

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Chicago, IL, United States

Morningstar Indexes

Our indexes Intelligent indexing across asset classes, styles and strategies. Equity Offering comparable exposures to other indexes on the market while delivering exceptional value. Alternatives Providing exposure to alternative asset classes including hedge funds and real assets. Fixed Income Transparent, modern bond index solutions for defining the fixed income securities market. Multi Asset Indexes designed to truly reflect how asset allocators build and deploy......

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Chicago, IL, United States

Morningstar Research

Built on a singular framework, the independent, global insights of our research analysts and quantitative models form the gold standard for analyzing investment options. Our commitment to transparency and demonstrated performance fuel the strongest outcomes. Equity research Make confident investment decisions powered by our commitment to fundamental research and a consistent methodology......

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Atlanta, GA, United States

Outsourced Chief Investment Officer Services

LCG began offering Outsourced Chief Investment Officer (“OCIO”) services to accommodate clients seeking a more streamlined, dynamic investment process and program. LCG offers a fully-customized, open architecture approach to OCIO services. We believe this is the most effective method for adding value via manager selection and facilitating a process that......

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Haddenham, United Kingdom

Panel consultancy

Using panels to restrict recommendations to a pre-approved list of providers is an easy way to ensure efficient, consistent and compliant advice. But when you are starting from the whole of the market, how do you ensure that the providers on your panels offer the best products and propositions in......

Norwalk, CT, United States

Peer Insights

Analyze competing funds quickly, with confidence Peer Insights, part of the Style Analytics solution, allows investors and managers to instantly compare any fund to any peer group of your choice to get accurate peer insights. Using the underlying holdings data, it has pre-calculated over 28,000 funds’ factor exposures so institutional investors......

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Atlanta, GA, United States

Performance Reporting

It is LCG’s view that many “off-the-shelf” performance reporting software solutions used in the investment consulting industry leave much to be desired. We have found that truly offering accurate and customized performance reporting to clients requires a system of checks and balances as well as control over the output. It......

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Edinburgh, United Kingdom

Platform Directory

And we believe in sharing that knowledge. Which is why our platform directory – the place to go for everything you need to know about advised platforms – is completely free to access. Want to know how much a platform charges, its latest financial strength ratings, client reporting options or mobile......

Norwalk, CT, United States

Portfolio Analyzer

Portfolio analytics start with factors Portfolio Analyzer, part of the Style Analytics solution, provides powerful analytics on your portfolio’s factor exposures, performance attribution, and risk. It uses a fully transparent, proven methodology for comparing a portfolio’s factor tilts against an industry benchmark. It enables all investors and fund managers to communicate......

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London, United Kingdom

Portfolio Bespoke Mapping Service

An investor's risk profile should be mapped to a level of suitable portfolio risk (and hence to asset allocations) using quantitative risk bands. The Oxford Risk approach is unique in applying a robust academic methodology to this process. An investment solution should be mapped to a risk profile that accounts for both risk......

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Geneva, Switzerland

Portfolio Check

The Portfolio Check is the ultimate tool for monitoring the ESG risks of investments. A one page document visually describes the critical sustainability issues of a portfolio. All holdings are screened based on their ESG Consensus® and their exposure to serious controversies and ESG impacts. The final grade summarizes the weighted-average quality......

Amsterdam, Netherlands

Portfolio Screening

We provide a portfolio screening service where we apply a selection of customized screening criteria to your portfolio for reporting purposes, to monitor ongoing compliance, to identify ESG leaders and laggards or to identify companies that are not longer aligned to your ESG strategy....

New York, NY, United States

Private Equity Fund Database

Eureka Private Equity provides a platform for private equity firms to easily tap into potential connections with global investors (which include pension funds, fund of funds, insurance companies, sovereign wealth funds, family offices, foundations and endowments) in today’s competitive fundraising landscape. Through timely updates and extensive coverage, the database allows......

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Zurich, Switzerland

Private Markets Consulting

Do you invest in private equity, private debt or private real assets? We support you in creating the right strategy and framework to capture the return potential of private markets. We provide you with unbiased, independent recommendations in a market riddled with conflicts of interest....

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Amsterdam, Netherlands

Product Involvement

Product involvement report Our product involvement reports identifies the nature and extent of a company’s involvement in a range of product and business activities. Each activity is accompanied with a concise summary of the way the company is involved in the relevant product or activity....

Bay Harbor Islands, FL, United States

Qualitative Research & Manager Due Diligence

Two decades providing exposure to institutional alternatives With 25 years of alternative investment experience, we utilize our experience and deep network to provide exposure to third-party institutional private equity and hedge funds for your clients' portfolios. We seek to identify those with a proven track record, a dedicated risk management process, deep teams and institutional......

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London, United Kingdom

Quantitive Research

We have experience in different areas of quantitative finance: Derivatives pricing and risk management. Quantitative risk analysis, value at risk.  Porfolio optimisation for asset management. Backtesting methodologies and trading strategies. Actuarial quantitative finance. We are in the quantitative finance business for decades, whatever your problem is we are able to find a quantiative solution....

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Athens, GA, United States

Red Rock Advice & Consulting

We offer a full range of enterprise consulting solutions that work together to form a comprehensive, end-to-end solution with the scalability and vision to help. Leadership Strategic advice Practice evolution Maximizing human capital and team performance Business transition planning Our offerings Leadership The effectiveness of a leader is defined by the quality of the results they produce.  Our......

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St Peter Port, Guernsey

Reporting

Our reporting solutions save our clients time, provide reassurance and identify areas of elevated risk where timely intervention may be required. The risk-based approach centres on one key question: for the risks being taken, have returns been acceptable? We believe that performance should be placed into context versus not just a static index based......

London, United Kingdom

Research

Analysis of explicit cost We select best-in-class active fund managers that generate alpha and offer value for money. Analysis of implicit cost We analyse the total cost of ownership to help you navigate implicit costs. We provide independent fund research, covering the whole spectrum from pure beta to truly active alpha generators. We are......

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St Peter Port, Guernsey

Research

ARC has an extensive research capability designed to assist investors and their professional advisers in making informed investment decisions. The central aim of this research function is to place performance into perspective. Our research services are available ad-hoc or through the use of one of our online platforms. Core research services Risk profiling The......

Sydney, NSW, Australia

Research and Intelligence

We blend original research and data analysis to bring perspective to current market conditions and forecasts for future developments. We assist managers to isolate skill from luck using up-stream and down-stream methods that’s powered by an objective and disciplined process. Bespoke research solutions are tailored for super funds, dealer groups and......

New York, NY, United States

Research & Due Diligence

iCapital is the leader in providing the independent wealth advisory industry with a diverse selection of quality private equity, credit, real estate and hedge funds. By providing access to these funds, complemented by institutional-quality investment and operational due diligence, iCapital helps advisors achieve their client’s investment goals of growth, income......

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London, United Kingdom

Research for Professional Investors

Our combined experience and with a lot of feedback from respected fund managers in the industry, we aim to provide an independent and comprehensive coverage. The platform includes benefits of access to our network and the ever developing knowledge of our global team of qualified analysts....

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Ramat Gan, Israel

SharingAlpha.com

Our mission Sharing insight on the many, not the few No single research team can cover the wide range of funds available and thus typically focusing their efforts on a very limited number of funds, those with an excellent track record have become blockbuster or 'mega funds'. Consequently, over 95% of the......

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Huddersfield, United Kingdom

SimplyBiz Investment Services

As the UK's largest provider of regulatory and business support to directly authorised financial services professionals, we are proud to offer our members exclusive access to new in-depth investment research, market-leading financial planning tools and dedicated investment support designed to power the investment advice process. From support in the design of......

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St Peter Port, Guernsey

Suggestus

Suggestus delivers independent insight to help you achieve your and your client’s investment goals. At Suggestus, we don’t run or manage money; we do what we say and mean what we say; we like new ideas; we like learning, analysing, informing, and data. Lots of data. Suggestus was launched in 2011 to......

Geneva, Switzerland

Swiss Representation and Distribution

Carnegie Fund Services (CFS) provides integrated representation services for foreign investment funds distributed to qualified investors and non-qualified investors in Switzerland. Our representation services include, among others, the application and the maintenance of FINMA authorisation of UCITS funds for distribution to all types of investors, the establishment and the maintenance......

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Singapore, Singapore

The Global CIO Office

Much of what a wealth business needs are generic to the whole industry. Each business typically wants investment proposals, regular reports to share with clients, research on investment themes, quality strategic asset allocation and inputs on tactical asset allocation, no matter the scale of the business. Equally, you want to......

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New York, NY, United States

The Global Investment Manager Database (GIMD™)

This global repository provides information and insights on investment managers and strategies across all asset classes: equities, bonds, real estate, and alternatives. The entries are maintained by the investment managers themselves, with our research consultants adding research notes, news items, research priorities, and ratings. The information in this database supports......

Wakefield, MA, United States

Vestmark Manager Marketplace

Advice delivery simplified True marketplace A true marketplace is built on the premise that product quality speaks for itself. We are not biased. We do not promote product. We have created a network to facilitate the connection between asset managers and financial advisors. Time & transparency Vestmark Manager Marketplace™ was built to help asset......

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Knowledge Resources

Keep up-to-date with the most dedicated resource for wealth managers which includes relevant news, developments and industry trends.