Asset manager research and 评级

We provide access to our forward-looking research library, including ESG 评级 and operational due-diligence reports, 以及资产管理公司的数据和分析，以及公共和私人市场上数千种策略. Leverage these insights to monitor existing asset managers, 或者选择新的, from a list matching your criteria.
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A trusted second opinion

我们的全球团队由250多名尽职调查专家组成，是您内部专业知识的延伸, providing a trusted second opinion. We conduct extensive due diligence on asset managers, across public and private markets globally, 为您提供全面而合理的见解，同时帮助您缩小可投资的范围.

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. 您可以访问数千种策略的ESG评级和运营尽职调查报告，并监控现有的管理人员, 或者选择新的 based on your individual criteria. 

今天在平台上加入许多世界上最大的资产所有者，并获得您需要的信息，帮助您为您的投资组合做出决策.

关于 the 评级 process

为了帮助资产所有者驾驭可投资领域，我们对资产管理公司和策略进行了分析，并将其评为A级, B, C, 或者R, 其中A是最强的，我们认为它有高于平均水平的前景.

In addition to the overall strategy, 我们审查经理的操作风险和投资组合管理, their focus and integration of ESG and diversity, 公平和包容的考虑以及他们的整体业绩记录. 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

How our platform could help guide your investment decisions

利用我们的研究、见解和专业知识，帮助指导您的投资策略和决策. With more than 200 research specialists on the ground, 我们提供全面的全球和本地服务，涵盖广泛的管理人员和策略.

我们的专有5年日历显示计划和确认的普通合伙人(GP)筹款活动，以帮助您确定谁是, 或者可能是, coming back to market.

该平台使您能够进行定量分析并将产品与同行进行比较, universe medians and benchmarks. You can do detailed screenings based on up to 4,000个数据点, including performance, diversity and ESG metrics.

Make use of our qualitative ESG assessments, 评级, and in-depth ESG and diversity, equity and inclusion (DEI) data on thousands of strategies.

生成和安排可根据您选择的计划自动更新的自定义报表. 你随时都能得到最新的数据和研究.

Learn how our client benefits from asset manager research 

Clients who benefit from our asset manager research platform

Access one of the largest institutional databases in the market

10K+

over 10,000 managers*

60K+

60000 +的策略*

200+

over 200 researchers*

11K+

11900 +的评级*

Access our research on 美世Insight®, an alliance with Nasdaq

Asset Managers are now able to access 美世 universes, strategy ESG 评级, 我们数千名客户的总费用以及通过美世趋势获得的美世市场情报. 了解更多关于我们的套餐选项，以确定哪个级别适合您:必需品, 增强, 或溢价.
Access 美世 Trends

相关的见解

     

    Learn more about 美世Insight®

    • Request a complimentary report

      通过要求一份关于您选择的资产管理公司和策略的补充前瞻性研究报告，发现我们的资产管理公司和策略见解的价值. Fill in the contact us form and we’ll be in touch.

       

      98858威尼斯70570

    • Request a complimentary analysis

      了解您的投资组合如何与我们的研究专家的评级相比较. 我们将重点为您介绍利用我们的见解的机会，以及我们的尽职调查如何帮助您选择新的投资策略. Fill in a contact us form and we’ll be in touch.

       

      98858威尼斯70570

    Speak to a consultant

    98858威尼斯70570，讨论该平台如何帮助指导您的决策. 
     
    *美世 credentials as at 31 December 2023