CMC | Custom Analytics^TM

This suite of timely and accurate performance measurement and attribution reports is designed for advisory firms that are committed to performing their own in-house research and due-diligence while leveraging external analytic resources to save time and money. 

CMC has developed internal, proprietary programs and models and integrated these with outside data systems to produce a deep and robust array of quantitative capabilities on nearly 2,000 management firms, over 7,000 separate account investment strategies and the entire universe of mutual funds.

CMC | Custom Analytics^TM provides access to information to gain powerful insights and help you make informed investment decisions about separate accounts, alternative investments or mutual funds. CMC currently offers two CMC | Custom Analytics^TM products:

CMC | RBSA Reports^TM

Returns-Based Style Analysis Reports (RBSAs) provide a foundation on which to base your in-house research and due diligence efforts.  RBSA Reports^TM identify the benchmark(s) whose returns move or behave most like the manager's returns and delivers quarterly performance-based analytics, including style and risk characteristics, on any investment for which there is a series of monthly or quarterly investment returns.

RBSA Reports^TM are available for mutual funds, separately managed accounts, alternative investments and variable annuity sub-accounts. view sample

CMC | HBSA Reports^TM

Holdings-Based Style Analysis Reports (HBSAs) are quarterly holdings-based style and performance attribution reports that can help you determine which aspects of a manager process demonstrate persistent skill and which are more a matter of luck. HBSAs offer deeper levels of analysis than RBSA analytics because they are based upon actual portfolio holdings.

HBSAs provide a detailed breakdown of a portfolio’s composition vs. its benchmark including its style and capitalization composition, evidence of style drift and the management decisions driving performance. HBSAs can be conducted on any domestic and international equity product for which regular holdings can be obtained including separate accounts, mutual funds, alternative investments and variable annuity sub-accounts. view sample

Next topic: CMC | Guidestar^TM

For more information about Custom Analytics, please contact us.