CMC | OAIM ResearchTM
One of the most necessary, time consuming and expensive aspects of an investment advisory business is ensuring access to the high quality manager research necessary for making prudent portfolio decisions. It is also an ongoing fiduciary responsibility.
Providing our clients with the guidance they need on the managers they want and enabling them to make well informed investment decisions is the hallmark of CMC’s OAIM Research.
In-House or Outsourced Research
Outsourcing some or all investment management responsibilities allows institutions to meet their fiduciary obligations while enabling them to focus their time and resources on growing their business at the same time. For the financial advisor, outsourcing facilitates a focus on relationship management, client needs, financial strategies, planning and advice as the primary relationship manager and financial quarterback.
Research Service Levels
CMC research products are differentiated by the depth of analytics performed and by the level of involvement by our senior investment professionals. Our research coverage includes domestic, international and alternative asset classes whether in separate accounts, mutual funds or ETF’s. This flexible approach enables CMC clients to select the kind of relationship with us that makes the most sense for them. Our offerings can be purchased separately or in any combination that best suits your business needs.
CMC | Custom AnalyticsTM – CMC has developed robust proprietary investment processes, analytical tools and databases that enable powerful manager research. These capabilities are offered to intermediaries committed to performing research in-house through our analytics solutions. CMC analytic solutions include returns-based and holdings-based data reports.
CMC | GuideStarTM – Savvy consumers are demanding objective, impartial and professionally researched choices for their personal wealth management needs. With the myriad responsibilities advisory firms must balance, producing superior investment research on portfolio products can present a special additional challenge. CMC | GuideStarTM offers an affordable, custom research alternative to Intermediaries looking for guidance.
CMC | Research ConciergeTM – For organizations committed to outsourcing their entire research function, our research team is led by one of the most experienced lineups of senior analysts in the open architecture investment management space. Custom, comprehensive research and on-going manager due diligence on most asset classes and products is available through our CMC | Research ConciergeTM solutions which offers three levels of research from which to choose.
Topics in the research section:
For more information about CMC OAIM research, please contact us.
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