Our Solution

We Continuously Monitor, Capture and Distill a Universe of Data Necessary to Evaluate, Measure and Monitor the Firms Our Clients Manage, Recommend and Oversee. 

Our Solutions Enable Clients to Streamline their Data Management, Enhance their Research with Objective Measurement and Stay Current on Emerging Risks and Developments.

Continuous Monitoring

Expert Insights

Dashboard Report

Analysis & Assessment

Continuous Monitoring

A tool that provides a manageable set of firm profiles, comparative analytics reports and monitoring alerts.

We use an integrated combination of search engines, proprietary web crawlers, text mining and other tools to scan billions of records available on the open web, other public sources and private data providers. From this we capture, organize and integrate information relevant to the firm in our Universe, which currently includes 17,000+ asset managers of all kinds, and their owners, affiliates and service providers.

Our data can be integrated information mined and quantified from client research and private source documents, including policy documents and questionnaire responses provide their firms under review as well as your teams' internal research. With these tools we can reduce an overwhelming volume of information to a manageable and interactive set of firm profiles, comparative analytics reports and monitoring alerts our clients can use.

Analysis & Assessment

Detailed reporting of predictive and correlative analytics underlying the Dashboard.  

Vetting public and private data, we use predictive and correlative analysis to assess firms against a normalized peer universe. This process yields factual data about industry be­havior, choices and priorities around controls, culture and business model. Aggregated ob­servations of the firm from internal and external sources round out the assessment. Scoring Elements Chart

Data underlying the Alignment Assessment span both quantitative and qualitative inputs. On the quantitative side, we look at hard metrics that drive resource allocation and outlay. On the qualitative side we gather objective observations from both employees and external parties who see policy in action every day. This combined data approach goes beyond simple peer benchmarking. It shows whether management decisions across Culture, Controls, and Business Model dimensions are actually working.

Continuous Monitoring

Expert Insights

Dashboard Report

Analysis & Assessment

Continuous Monitoring

Expert Insights

Dashboard Report

Analysis & Assessment

Expert Insights

Practical Applications from Industry Practitioners.  

As part of the subscription, we deliver expert interpretation of findings, assistance in your internal & external reporting and access to our experts for Dashboard-specific advice. In addition to the subscription service, we offer custom solutions across a variety of focus areas. These range from strategic reviews of organization, governance, oversight and operations, down to more detailed reviews of specific functions such as desk procedures, vendors and technology options. Example Focus Areas

Continuous Monitoring

Expert Insights

Dashboard Report

Analysis & Assessment

Dashboard Report

The GP Alignment Assessment compares firm control programs to Universe norms and stakeholder observations. Overall Alignment scoring and underlying constituent scores are indicative measures. They are meant to focus users on areas for further review and provide a basis for comparison with current management priorities and expectations. High scores indicate Alignment with peers, where firms may find comfort or areas to potentially differentiate. Low scores indicate misalignment with peers and may reflect areas of relative weakness or show where a firm is innovating and therefore ahead of the pack.