Our aim is to offer deeper insight, greater transparency, and an information advantage to investment businesses researching solutions in the unfettered multi-manager fund market place.
Our people are well known in the world of retail investment funds - with experience of more than 20 years working with major IFA and fund management businesses.
Our Due Diligence Reports are the result of thorough preparation followed by extensive research and analysis, both onsite and offsite.
Our Qualitative Reports on individual multi-manager funds include unique portfolio and research topic ratings.
A specialist research focus - engaged solely in researching unfettered multi-manager funds and solutions.
A unique methodology - based upon high quality, objective research.
Complete independence - fund managers do not pay us to publish research on their funds.
Performance-based, quantitative information on investment funds is widely available.
However, the FSA’s TCF initiative and the likely shape of the RDR, will lead more intermediaries to outsource investment management.
In this environment there is a clear need for high quality, objective, qualitative-based research.
We believe this can only be achieved by analysing the type of information obtained by a skilled analyst during face to face meetings with fund managers and their teams.