Asset manager research and 评级

Our global team of more than 250 dedicated due diligence professionals is like an extension of your in-house expertise, providing a trusted second opinion. We conduct extensive due diligence on asset managers, across public and private markets globally, to provide you with holistic and sound insights while helping you narrow down the investable universe.

美世Insight^®, built using Nasdaq’s powerful technology, is the home of our manager 评级 and research, and data and analytics on a wide range of asset classes. You can access ESG 评级 and operational due diligence reports on thousands of strategies and monitor existing managers, 或者选择新的 based on your individual criteria. 

Join many of the world's largest asset owners on the platform today and get access to the information you need to help you make decisions for your portfolio.

To help asset owners navigate the investable universe we analyse and rate asset managers and strategies as an A, B, C, 或者R, with A being the strongest that we believe has an above average prospect to outperform.

In addition to the overall strategy, we review the manager's operational risk and portfolio management, their focus and integration of ESG and diversity, equity and inclusion considerations and their overall track record. Each strategy is reviewed based on four factors:

• 创意: A manager's ability to generate value-add investment ideas
• Portfolio construction: Translation of investment ideas into portfolio allocation
• 实现: Value-add lost in the form of transaction and opportunity costs
• 企业管理: Solid structure and management of investment processes