Not all professionally managed funds are created equal.
Whether you are investing in actively managed funds or passive index tracking ETFs, we help you get new insights and select the best funds in their peer groups that best fit your needs.
We analyse tens of thousands of funds based on the eternal triangle of investing: Return, Risks and Fee.
Downside protection matters more than unexpected upside gains for most investors. It is therefore crucial to distinguish the downside volatility from the upside volatility as well as the down-market risk from the up-market potential.
Unlike the traditional view of risks, we analyse downside volatility risks and downside market risks.
Our analysis helps you make an intelligent investment decision by understanding the risk-return tradeoff among the best performing funds in their peer groups.
Using a Nobel Prize winning theory along with a well known and proven method in operations research and economics for benchmarking, we measure the efficient frontier of each peer group and benchmark each fund relative to the efficient frontier in their peer group.
Using our analysis you can now easily pick funds that meet your return expectation and risk tolerance among the low fee and best performing funds in each peer group.
Our analysis helps you improve an existing investment portfolio or build a new portfolio that best fits your needs.