What We Do

Project-based consulting

Sub-advisor due diligence

• Comprehensive sub-advisor ranking methodology
• Monitor existing sub-advisors

Product development

• Product gap analyses
• Competitive analyses

Retainer-based consulting

Function-specific outsourcing

• Add research capacity and industry expertise.
• Immediate results.
• Cost effective.

FIT (Fund Intel Toolkit) an affordable and customizable reporting tool that consolidates multiple vendor data into an integrated reporting engine.

• Customized reports
• Interactive interface
• Centralized information flow

Fund Diligence a timely intelligence report that tracks product developments, new trends and changes in the competitive landscape.

• Analyst commentaries
• Daily or weekly delivery
• Comprehensive content

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