CMC | Research Concierge^TM

Research Concierge^TM products are designed to provide the highest quality solution to enterprises looking to outsource the research and due-diligence component of their investment platform.  There are three alternatives available with Research Concierge^TM.

All levels of Research Concierge^TM are available for managers of your choice and provide quarterly and ongoing Returns-Based and Holdings-Based Style Analysis (RBSA and HBSA) Manager Performance Reports which include style analytics and MPT statistics.

All levels also receive Manager ADV Part II, CMC Quarterly Public Use Product Fact Sheet, Completed CMC Manager Questionnaire, Database Reports, Due Diligence File, Manager Product Presentations, Manager White Papers (if available), Manager Marketing Material, Client Newsletters (if available), Product Profile (from fund or Manager), Prospectus (if fund) and Statement of Additional Information (Mutual Funds), Quarterly Performance Scorecard (for Multi-Manager Engagements) and Secure Due-Diligence Space at CMC Website.

CMC | PROFESSIONAL Review^TM

In addition to the quarterly and ongoing Returns-Based and Holdings-Based Style Analysis (RBSA and HBSA) Manager Performance Reports BASIC Review^TM provides an exception-based review, using proprietary analytical parameters, by CMC senior investment professionals to provide greater analytical insight and clarity for those portfolios requiring further examination.

CMC | FIDUCIARY Review^TM

In addition to the thorough quantitative analysis of investment managers and strategies employed in PROFESSIONAL Review^TM, FIDUCIARY Review^TM provides a comprehensive qualitative review by a CMC senior investment professional to assess whether currently retained investment managers remain appropriate for your investment program and within the framework of stated guidelines and objectives.

The following services are also included in the FIDUCIARY Review^TM: Quarterly Portfolio Manager Review, Fee Negotiation Support, Investment Manager Review or Analysis Report. Interim Updates, Onsite Manager Evaluation, Policy Compliance Review (Including SRI), Quality Control Procedures Review, Quarterly Due Diligence CD, Quarterly Review Meeting or Call, Roster Creation and / or Management.

CMC | ENTERPRISE Review^TM

In addition to the same thorough quantitative and qualitative analysis and all ancillary services offered by FIDUCIARY Review^TM, the following services are also included in the ENTERPRISE Review^TM service:  Senior Analyst Access, Multi-manager Backtesting, Custom Charts, Investment Manager Analysis Report, Investment Manager Review or Analysis Report, Quarterly Monitoring Report and Teleconferences.

Next topic: Client Proposal Systems

For more information, please contact us.