Financial Advisers

Unlock the power of the Manager Matrix

The Manager Matrix condenses all of the quantitative data, and more importantly, the intangible subjective data into a simple but resilient answer to the question, is this manager any good?

The qualitative oversight we provide adds a rich, real-world dimension to fundamental performance analysis.

• Do you spend too much time sifting through information and data that all comes in different shapes and sizes when you could be advising your clients?
• Are there any gaps in your investment proposition?
• Can you confidently answer “why did you recommend that investment manager for that client?”