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Consulting Group

Citi Global Wealth Management ♦ Investment Advisor Research


Not all investment manager research is created equal.

Because manager evaluation is so critical, Citi has built a research platform that is widely acknowledged to be a leader in investment advice. Unfortunately, many investors tend to focus solely on past performance. But choosing an investment manager by looking only at past performance is like driving a car by looking in the rear view mirror: it shows you where you have gone, not where you are going.

That's why we have developed a very different method for evaluating investment advisors. We look beyond performance to examine a range of factors we believe are more indicative of a manager's potential. Tangible quantitative information isn't enough to determine the quality of an investment manager. Effective research also requires a careful analysis of the intangible qualitative factors that are likely to influence the manager's future success or failure. These include the firm's overall investment philosophy, its buy and sell disciplines, their business operations and internal research capabilities, and the qualifications of its key investment personnel.


At Consulting Group, we leverage the research and evaluation services conducted by the Citi Global Wealth Management Investment Strategy Committee. This Committee is comprised of approximately 70 experienced research analysts who evaluate hundreds of investment products each quarter.

We believe our investment manager research process has at least six core ways that we help deliver unbiased recommendation to our clients:

  • Consulting Group only recommends investment managers unaffiliated with Citigroup. In fact, Citigroup no longer owns a proprietary investment management firm.
  • Our database of manager analytics is maintained by one of the nation's largest providers of investment analytics-not collected through our own efforts.
  • We do not accept fees from investment managers to participate in our advisory platforms nor do we charge investment managers for the ratings assigned to them.
  • Research analysts' compensation is not tied to the assets placed in the funds they evaluate nor on the funds' performance results.
  • Our research process follows a disciplined and consistent process that is applied across our investment products.
  • Research reports are published solely for the use of our clients and are not distributed to the general public or to other providers of investment recommendations.

For more information on our proprietary and independent investment manager research process, please contact your Financial Advisor.

For more information, read our brochure, Behind the Diamonds, which describes the comprehensive proprietary research and evaluation process developed and implemented by Consulting Group.


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.


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