Solution introduction
Delivering broad coverage of ETFs and mutual funds to help advisors make informed investment recommendations and deliver clear insights to clients
Essential, independent and forward-focused 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 past performance, CFRA also considers factors that could drive the future value of mutual funds and ETFs. This includes analyzing the quality of — and risks associated with — stock and bond holdings. CFRA’s research will help you clearly understand how these factors can impact performance over time.
- Funds are ranked using both fund attributes and holdings-level analysis.
- Fund attributes use relative performance and risk records, PLUS manager tenure and cost factors.
- Holdings are scrutinized based on proprietary valuation and risk traits.
