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In-depth research on mutual funds, ETF's or individual securities provided through a combination of third party buy-side research firms and in-house proprietary analysis.
- Mutual Fund or ETF Analysis Research and Monitoring - using 3rd party and in-house software and resources, we can provide an in-depth fundamental analysis of a fund - we analyze current or potential mutual fund and ETF's to identify best of breed fund managers within each asset class and provide ongoing monitoring to identify opportunities to improve the asset mix of manager selection.
- Securities Analysis and Research (Equities and Fixed Income) - For firms that invest in individual securities, we use a combination of buy-side research and in-house analysis to develop a list of recommended securities in both equities and fixed income with ongoing monitoring.
- Thematic Modules - an investment module is a group of individual positions that share a common investment theme. Modules are a good way to introduce investing in individual securities to portfolios typically invested in mutual funds or ETFs. We use modules to more efficiently track the portfolio drivers of a specific group of stocks.
- Monthly Performance Measurement
- White labelled monthly summaries