About

Vision

  • Leverage appropriate technology to increase usefulness of financial data.
  • Transform information overload into relevant intelligence for business decisions.

Mission Statement

  • Provide high-level expertise and quality research to the mutual fund firms, variable annuity sponsors and asset managers.
  • Anticipate client needs and create competitive advantage for clients.
  • Maintain uncompromising commitment to excellence and confidentiality.

Project-based consulting

Sub-advisor due diligence

  • Comprehensive sub-advisor ranking methodology
  • Monitor existing sub-advisors

Product development

  • Product gap analyses
  • Competitive analyses

Retainer-based consulting

Function-specific outsourcing

  • Add research capacity and industry expertise.
  • Immediate results.
  • Cost effective.

ARC (Advanced Reporting Console) – an affordable and customizable reporting tool that consolidates multiple vendor data into an integrated reporting engine.

  • Customized reports
  • Interactive interface
  • Centralized information flow

Fund Diligence – a timely intelligence report that tracks product developments, new trends and changes in the competitive landscape.

  • Analyst commentaries
  • Daily or weekly delivery
  • Comprehensive content