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Consulting Group
Consulting Group Research
True investment advisor research represents a special kind of analysis. Unlike securities analysis, which attempts to predict the future behavior of individual stocks, bonds and their hybrid securities, investment advisor research attempts to evaluate the soundness of professional investment advisor firms who are identified as possible candidates to fulfill a client's investment needs. Unbiased research is the core of Consulting Group's process, and we are committed to providing the information and analysis needed for investors to make informed decisions.
The Value of Unbiased Advice
Investors who decide to hire professional investment advisors to manage their assets delegate discretion regarding how those assets are invested. In doing so, over the long run, investors hope to enhance returns, reduce risk and free up their time to focus on other important aspects of their lives. Choosing an investment manager is a very important decision. However, most individual investors are not prepared to sift through more than 24,000 registered investment advisors to find the ones with the right qualifications to meet their needs. Effective evaluation of investment managers requires a combination of financial expertise, database technology, extensive field investigation, a well-defined evaluation or rating system, and constant attention to quality control. That is where Consulting Group comes in. For more than three decades, Consulting Group has been assisting investors with this daunting task. Using our proprietary research process, we evaluate and monitor the investment managers we recommend to Smith Barney Financial Advisors and their clients.
The Goals of Consulting Group Research
1. Identification of high-quality investment management firms
2. Distinguishing between skill and luck in the manager's investment performance
3. Differentiating between the investment firm and its benchmark or its peers in the same style category
4. Verification of the manager's investment process and adherence to their stated investment strategy
5. Regular ongoing assessment of the manager's qualifications and performance
6. Publication of timely research reports
Consulting Group, a division of Citigroup Global Markets Inc., provides Financial Advisors with investment advisor research and capital markets analysis to assist in planning your personal investment strategy. This site describes asset management services provided to U.S. persons and entities by firms that are registered as investment advisers under the Investment Advisers Act of 1940. This site is not a solicitation on the part of Consulting Group or any asset management firm recommended by Consulting Group to provide asset management services to non-U.S. persons and entities. This site is for informational purposes only and does not constitute either investment advice or recommendations on the part of Consulting Group or any asset management firms described herein.
Although the statements of fact and data herein have been obtained from, and are based upon, sources that the Firm believes to be reliable, we do not guarantee their accuracy, and any such information may be incomplete or condensed. All opinions included herein constitute the Firm's judgment as of the date indicated and are subject to change without notice. This material is for informational purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security. Past performance is not a guarantee of future results.
For more information, please contact your Financial Advisor.