| CanadianMgrSearch offers Full Professional Access subscription to Consultants and other Financial Professionals who want to research our extensive database of more than 7,000 pages on Investment Managers, product offerings and performance track records. This service includes access to our extensive suite of online tools which can search, rank, filter, and compare data as well as publish custom printed reports.
Express Order Desk
Visit our Express Order Desk to purchase Full Professional Access.
Full Professional Access Features
Consultants and Financial Professionals benefit from the following CanadianMgrSearch features included in the Full Professional Access program:
- Comprehensive Investment Manager Directory
Access our data from any internet-ready computer anywhere in the world, wherever and whenever it is convenient for you. Sort through more than 7,000 pages of information — with unlimited access to the database. Just click on the name of a firm to view the company profile, products available, management team, and financial performance data.
- Powerful, Easy-To-Use Search Engine
Create a ranked list of products based on your answers to simple questions. Be as broad or as specific as you wish. For example, you can rank all equity funds by assets under management, or find only first quartile Balanced funds with a 10% market cap equity limit. Results are presented in a table for easy comparison or re-sorting. Just click on a column heading to rank the products by that column, or click again to reverse the order.
- Track Products Automatically
CanadianMgrSearch allows you to identify and track specific products based on your criteria. Keep track of quarterly financial performance data quickly and efficiently by maintaining a "short list" of selected product profiles which can be reviewed quickly or printed automatically as a comprehensive printed report.
- Rich Narratives, Graphics, and Tools
Review full biographies and view graphics and PowerPoint™ presentations. Identify the highest performing products that match your financial investment objectives.
- Maintain Private Notes for Personal Reference
As you search the database, you can attach your own private notes and comments to particular products for later reference. These notes allow you to quickly recall notes from previous Financial Manager reviews. Because the notes are password-protected, only you can read them, unless you choose to share your notes with other CanadianMgrSearch users within your firm.
- Four Year Rolling Added-Value Graphs
CanadianMgrSearch provides visual graphics which document value-added profile performance data.
- Create Professional Reports Quickly and Easily
Print out product profiles that interest you or use the Create Reports feature to generate custom product comparisons automatically. Printer-friendly formatting lets you "cut and paste" information from the database directly into your own documents.
- Monitor Performance-Based Risk
Fund Survey displays several risk metrics such as Sharpe Ratios and Information Ratios. Call us to learn about the rich set of risk metrics available including Max Drawdown, Downside Risk, Beta, Alpha, R-Squared, Mean Variance, and Standard Deviation or Volatility.
Order Your Full Professional Access Now
Join now and receive Full Professional Access. Enjoy all the benefits that CanadianMgrSearch offers to Financial Professionals and Consultants.
Need more information?
Take a few minutes to view the CanadianMgrSearch demonstration online. |
