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Consulting Group
GC Research ♦ Premier Investment Advisor Research
Citi provides comprehensive, written opinion-based manager research based on methods and criteria that are applied to every investment manager that we evaluate. As a result, our opinions are consistent in both form and content, facilitating comparisons between managers.
The Citi Global Wealth Management Investment Advisor Research Committee employs a disciplined evaluation process, which is consistently applied across many of the investment firms we evaluate. Our evaluation focuses on a combination of qualitative and quantitative criteria.
In general, we follow these key steps:
- The process begins with a review of our investment analytics database for a manager providing a specific asset class or investment style. Our research analysts then review each strategy to determine if a closer investigation is merited.
- If a manager passes our initial review, a more in-depth study is conducted, which focuses on a review of five key criteria-personnel, investment process, implementation of process, research capabilities and business operations, among others.
- We look beyond past or short-term investment results and focus on a wide range of factors that can influence our opinion on the quality of a firm and their potential to add value to our clients.
- To communicate the results of our findings, our research analysts produce written reports for every investment firm evaluated. These reports are available only to our clients to help them make an appropriate investment manager selection.
- From time to time, events or changes at an investment firm may cause us to have uncertainty about future results. If conditions warrant, we may occasionally place an investment manager on a "watch" list and monitor that firm very closely for a potential change in our recommendation.
- We regularly review the investment management firms that we recommend. If the quality of a manager or strategy deteriorates, we may recommend that clients transfer their assets to another manager or strategy.
For more information on our Investment Advisor Research process and how our evaluation and recommendations can help meet your objectives, please contact your Financial Advisor.
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.
Although the statements of fact and data in this report 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 in this report constitute the Firm's judgment as of the date of this report and are subject to change without notice. This report 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 information about the Consulting Group research process and the diamond rating system, please ask your financial consultant for a copy of the Consulting Group White Papers entitled Consulting Group Investment Advisor Research and Evaluating Investment Managers.
The investment advisor and the information related to it, including any performance data, are fictitious and are provided for informational purposes only. This report is intended to be illustrative of Consulting Group's Investment Advisor Research Services. They may not be representative of the experiences of every client. Investment results may vary.
For more information, please contact your Financial Advisor.