Get the due diligence and institutional-quality research you need to support effective program offerings.

FDx Advisors’ investment research group performs on-going, comprehensive manager research processes supporting separately managed account (SMA), unified managed account (UMA), mutual fund wrap (MFW), and exchange traded fund (ETF) strategies and investment vehicles.

FDx Advisors identifies the source of a manager’s skill and then monitors the people, processes, performance, and controls that influence the continued success of that strategy. We communicate our findings with timely, thorough and objective recommendations. FDx Advisors’ analysis and detailed findings support both single money manager and multi-manager portfolio construction processes.

FDx Advisors research and due diligence process includes both qualitative and quantitative assessments, including:

• Qualitative factors such philosophy, people, process, research and organization
• Quantitative factors such as skill metrics, risk metrics, portfolio characteristics, process validation and performance

Research is available as a standalone service or integrated with any module in the FolioDynamix SingleSight technology platform. Learn more about FDx Research.