CMC clients outsource custom OAIM investment research at a fraction of the cost of doing it on their own. We provide choices and insights that improve:
- The breadth and quality of their investment offering
- The documentation of their fiduciary responsibilities
Clients receive institutional quality advice re-calibrated for the high net worth investor marketplace. Our investigative and analytical approach is objective and impartial. Our documentation and product updates are comprehensive.
CMC research services include:
- Primary and ongoing separate account, mutual fund and alternative
investment due diligence - a copy of our due diligence file, including updates,
will be provided for their records
- Client suitability advice
- Hire, review and termination recommendations
- Custom investment product profiles or fact sheets
- Quarterly product reviews
- Asset allocation consulting
- Multi-manager, multi-style portfolio structuring
- Style tilting advice
- Economic forecasting and commentary
- Access to our analysts and economist during normal business
hours
- CMC EResearchTM - a library of graphical market and economic perspectives
- CMC RBSA Reports - Returns-Based Style and Performance Analysis
- CMC HBSA Reports - Holdings-Based Style and Attribution Analysis
If you would like to discuss how our
research services apply to your business, contact
us. |
