An AI-powered assistant built specifically for Financial Advisers. It sits with you on every client call extracting the relevant information needed to automate low value admin so you have more time to do what you do best: getting great financial outcomes for you clients....

Client type

• Asset Managers
• Bank Wealth Managers
• Brokers/Broker-Dealers
• Digital Wealth Manager
• Family Offices
• Financial Advisors

Relevant Regions

• North America
• Western Europe

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

relevant regions

• Asia
• Middle East
• North America
• Western Europe

We believe that global economic growth is, at its heart, driven by entrepreneurial activity, which needs support, commitment and investment from a vibrant and efficient private equity industry. We support and promote the industry by serving its information needs and by facilitating a worldwide interactive community. A platform for the global......

relevant regions

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

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......

relevant regions

• North America

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......

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......

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......

relevant regions

• North America

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......

relevant regions

• North America

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......

relevant regions

• Oceania

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......

relevant regions

• Africa
• Asia
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

Why is it so difficult to have confidence that you are getting the best return from your investments? The objective of investing is to get the best return.  In fact, it’s a bit more complicated; you want the best return available without taking too much risk. Our charity team works alongside CEOs,......

relevant regions

• Western Europe

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......

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......

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......

relevant regions

• Western Europe

PMC provides in-depth consulting to guide advisors through the various decisions involved in building an optimal portfolio. PMC can also help enterprises design and monitor wealth management programs and ensure fiduciary responsibilities are consistently met. CIO Support and Investment Consulting Services On top of managing and growing an advisory business, understanding and......

relevant regions

• North America

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......

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......

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......

Each share class offers a unique disclosure of detailed operating expenses, including Management, Administration, Custody, Distribution, Audit, Professional, Custody Handling/Transaction, Performance, Brokerage, Securities Lending fees, Subsidy and Other Expenses. Unique source of fund fees and expenses for cross-border and UK funds. Our data enables detailed and comprehensive fee analysis of any fund......

relevant regions

• Western Europe

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......

relevant regions

• North America
• Western Europe

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......

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......

relevant regions

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

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......

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......

relevant regions

• Western Europe

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......

relevant regions

• Western Europe

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......

relevant regions

• Asia
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

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......

relevant regions

• Western Europe

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......

relevant regions

• Western Europe

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......

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......

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......

relevant regions

• North America

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......

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......

relevant regions

• Asia
• North America
• Western Europe

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......

relevant regions

• Asia

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......

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......

relevant regions

• North America

Tools and services to drive better investment outcomes Thousands of advisers use our data-rich insights to enhance their investment proposition and get better results for their clients. Whether it’s knowing the right questions to ask an underperforming DFM, or narrowing the field of potential investment partners, our data and powerful insights empower......

relevant regions

• Western Europe

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......

relevant regions

• Asia
• North America
• Western Europe

FTSE Russell’s expertise and products are used extensively by institutional and retail investors globally....

relevant regions

• Asia
• North America
• Western Europe

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......

relevant regions

• Asia
• North America
• Western Europe

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......

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......

relevant regions

• Western Europe

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....

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......

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......

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......

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......

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......

relevant regions

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

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......

relevant regions

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

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....

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......

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......

relevant regions

• Western Europe

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?......

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......

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......

relevant regions

• Western Europe

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

relevant regions

• Oceania

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......

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....

relevant regions

• Western Europe

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......

relevant regions

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

Centered on outcomes, whether its responsible, active, passive, or multi-asset funds, our research and range of ratings is designed to help you find the right funds to meet your client’s needs. Our Ratings Square Mile Ratings - Fuelled by a qualitative process, our ratings are centred on outcomes to help you identify......

The ARC Indices deliver an invaluable benchmarking tool to impartially compare your investment strategies against your competitors and peers. There are wide-ranging benefits of joining the community of investment managers embracing transparency in the pursuit of better investment performance for their clients. Benefits of becoming a contributor Accurate performance evaluation Robust benchmarking Enhanced credibility and......

relevant regions

• Western Europe

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,......

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 ...

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....

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......

relevant regions

• North America

Intended for professional clients only. We appreciate that every firm has different requirements, that’s why we tailor our solutions to fit your needs. If you’re looking for research in the investment space, we can provide a number of different research reports, including: Fund panels Exchange traded product panels Model portfolio reviews DFM reviews GFP reviews Absolute return......

relevant regions

• Western Europe

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......

relevant regions

• Oceania

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......

relevant regions

• Asia
• North America
• Western Europe

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......

relevant regions

• Oceania

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......

relevant regions

• North America

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......

relevant regions

• Oceania

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......

relevant regions

• Asia
• North America
• Western Europe

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......

relevant regions

• North America
• Western Europe

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: ...

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......

relevant regions

• North America

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......

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......

relevant regions

• Asia
• North America
• Oceania
• Western Europe

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......

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 ...

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......

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....

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

relevant regions

• Oceania

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......

relevant regions

• Western Europe

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......

relevant regions

• North America

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......

relevant regions

• Asia
• North America
• Oceania
• Western Europe

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......

relevant regions

• Asia
• North America
• Oceania
• Western Europe

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......

relevant regions

• North America

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......

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......

relevant regions

• North America

The industry’s largest and most comprehensive tax-exempt plan sponsor peer group dataset Plan Universe is an interactive tool that enables institutional investors and advisors to tap into the industry’s largest and most comprehensive tax-exempt plan sponsor peer-group data for performance benchmarking, research, and analysis. It provides standard and custom peer-group comparisons......

relevant regions

• North America
• Western Europe

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......

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......

relevant regions

• Western Europe

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......

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....

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......

relevant regions

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

Our core business is the provision of investment consultancy services. We provide guidance and advice to investors on how to gain the best from the investment management industry. We focus on understanding and clearly articulating what our clients require and using our deep insight into the drivers and persistence of excellent......

relevant regions

• Western Europe

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....

relevant regions

• Western Europe

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....

We provide counsel and guidance at all and any stage of the investment journey. Understanding goals and objectives Calibrating risk capacity and composure Preparing appropriate Investment Policy Statement (IPS) Advising on governance and oversight regime Establishing strategic asset allocation methodology Identifying suitable investment managers Arranging implementation and execution (where required) Providing on-going monitoring, counsel and guidance ...

relevant regions

• Western Europe

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......

relevant regions

• North America

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....

relevant regions

• Western Europe

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......

relevant regions

• North America

PMC applies qualitative due diligence and quantitative expertise to identify and monitor best-in-class managers: those we consider able to outperform their benchmark over a complete market cycle. Manager Research and Due Diligence Process PMC’s research and due diligence process is thorough but straightforward. We developed a multi-step approach to identify top investment......

relevant regions

• North America

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......

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......

relevant regions

• North America
• Western Europe

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....

relevant regions

• Western Europe

RI is where managers actively and intentionally seek to do good, avoid doing harm and lead change by investing in companies which are helping to meet the world’s most pressing challenges, whilst avoiding harm or seeking to improve those which perpetuate our problems. Responsible Investor Types At Square Mile, we see RI......

relevant regions

• Western Europe

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......

relevant regions

• Western Europe

Portfolio managers, equity research analysts, economists and many other investment professionals are constantly challenged to deliver quality research to guide the right investment decisions. Making the right decisions starts with having an optimum investment strategy in place. EquityRT’s unique investment strategy builder and backtesting super-feature gives you the easiest way to......

relevant regions

• Africa
• Asia
• North America
• Western Europe

Suggestus is made for... Wealth Advisers - ARC Research provides advisers with an intuitive and repeatable process for reviewing and selecting the most appropriate investment manager for your clients. Private Investors - ARC Research collects and analyses data on hundreds of thousands of real portfolios from investment managers who truly embrace transparency. Charities - ARC Research......

relevant regions

• Western Europe

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......

relevant regions

• Western Europe

The ARC Indices are a set of benchmarks that reflect the real-world experience of investors that have their wealth professionally managed. Based on the world's largest dataset of private client investment performance covering almost 20 years of real-life outcome, the ARC Indices allow all investors to really see what "good" looks......

relevant regions

• Western Europe

The Fund Dashboard provides an interactive interface offering a snapshot of five key fund elements that are considered when selecting investments. Behind each of the five elements is a deeper analysis and insight that can support informed decisions. Opinion A combination of qualitative and quantitative assessment of a fund's ability to meet......

relevant regions

• Western Europe

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......

relevant regions

• Asia

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......

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......

relevant regions

• North America

Vidrio's data management solution assists allocators with: document and data collection. data extraction and identification. data standardization and normalization. data enrichment. data reconciliation. data verification and consumption. ...

relevant regions

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe