|
|
|
Research Consulting Services |
|
Investment Manager, Mutual Fund and Alternatives Research
Fully transparent and documented investment manager research is a core business service at CMC. Our comprehensive service includes manager screening and selection, style analysis and monitoring, performance attribution and analysis, research reporting, on-site manager visits, on-going due diligence, product fact sheets, style maps, performance scorecards, multi-product portfolio structuring and client presentation materials. Our research is currently used in traditional separate account, UMA, mutual fund and ETF wrap programs.
Investment Program Consulting
We can help you with the development of your investment management program, working with you to design a de novo program if need be or to develop or re-launch an existing program.
Client Proposal Systems
We devise client proposal systems used to secure new business, including client questionnaires, scoring systems, client proposal presentations, and educational exhibits. We collaborate with leading technology firms to deploy desktop applications for your multi-office business needs.
Portfolio Modeling
We can help you to develop asset allocation strategies and multi-product model portfolios to help you control portfolio performance dispersion across your clientele.
Economic Consulting
We offer capital market assumptions, a monthly economic report and conference call on key developments that impact capital markets and sector performance. We also provide a clearly written quarterly economic and market commentary which can be white-labeled for use in your client newsletters.
For more information about CMC Research or to discuss your firm’s needs please contact Barry K. Mendelson, CIMA Managing Partner at 414-727-7995 or barry@cmarkc.com.
|
|
|
|
| |
