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 burden of due diligence yourself. Tap in to our experience covering funds and our rigorous evaluation process to assess your current lineup. We’ll work closely with you to deliver a list of managed products that can evolve over time.

What would you do with more time?
Cost benefits aren’t the only reason to hand off manager research and selection to our analysts. The extra help with compliance demands lets your team focus on other things, like client discussions.

How we can support your work

• Select lists

Get a custom or standard list of funds, constructed using timely research and data.

• Quarterly webinars

Sit in on a quarterly discussion about asset classes and modifications made to your list.

• Detailed reports

Dive into quarterly reports on the funds in your list.