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Investment Manager Evaluation Analytics (iMEA)

Inquiry - US Funds

The dashboard below will display summary information on a selected investment manager and a ranked fund under management using standard statistical methodologies to identify if a fund will out (or under) perform other similar funds.   This is determined by the Precision Weighted Execess Return (PWER) which applies Cumulative Sum (CUSUM) theory, a standard statistical procedure to detect whether the quality of a process is normal, improving or deteriorating.  PWER can be interpreted as the annual return magnitude that a fund management’s process is expected to outperform peer group funds.  This value is based on the extent to which the most relevant period of past performance appears to have arisen from a combination of skill and luck. 

Subscription to the full iMEA service permits inquiry, full screening and rich analytics across a universe of over 24,000 US funds and 700 investment managers.  The PWER methodology is ideal for monitoring existing investment funds' objective tracking and relative performance, as well as evaluating investment managers for hiring.  For additional information on subscribing to the full version, please inquire at info@investics.com.  A full functioning "Top Decile" version of the system is available by clicking here.

This dashboard and included data is for demonstration only, should not be used for any other purpose and permission to redistribute is not granted.

1290 Funds
13D Activist Fund
1919 Funds
2ndVote
6 Meridian ETF
ABR Dynamic Funds
AC Funds LLC
ACM Funds
ACR Alpine Capital Research
ACSI
AGF
ALPS Advisors
AMG
ANCORA
AQR Funds
ARIS
ARK Invest
ASYMmetric ETFs Funds
ATAC
AXONIC
AXS Investments
Abbey Capital
Absolute Capital
Absolute Investment Advisers
Acadian
Acquirers Funds
Acruence Capital
Acuitas Funds
Adams Asset Investors
Adirondack Funds
Adler Value Fund
Advanced Asset Management Advisors
AdvisorShares
Advisors Asset Management
Advisors Capital
Advisors Preferred
Advisory Research
Aegis Funds
Akre Capital Management
Al Frank Mutual Funds
Alger
Alight
AllianceBernstein
Allianz Global Investors
Allied Asset Advisors
Allspring
Alpha Architect
AlphaCentric
AlphaMark Advisors
AltShares
Alta Capital Management
Altair Advisers
Altegris
American Beacon
American Century Investments
American Conservative Values ETFs
American Growth Fund
American Trust Investment Advisors
Amplify ETFs
Amundi
Anchor Capital
Anfield Capital
Angel Oak Funds
Aperture Investors
Applied Finance Advisors
Aptus Capital Advisors
Aquila Funds
Arbitrage Funds
Archer Funds
Ariel Investments
Arin Risk Advisors
Aristotle Funds
Armor Index ETFs
Arrow Funds
Artisan Partners
Ashmore
Aspiration
Aspiriant
AssetMark
Astor Mutual Funds
Austin Atlantic Asset Management
Auxier Asset Management
Ave Maria Mutual Funds
Azzad Funds
BFS Investment Management
BMO Global Asset Management
BNY Mellon Investment Management
BTS Funds
Baillie Gifford
Baird
Ballast Asset Management
Barclays
Baron Funds
Barrett Asset Management
Baywood Funds
Beacon Trust
Beck Mack & Oliver Funds
Becker Capital Management
BeeHive Fund
Beech Hill Advisors
Belmont Capital Group
Berkshire Funds
Bernzott Capital Advisors
Bertolet Capital
Bessemer Trust
Beyond Investing
Biondo Investment Advisors
BlackRock
Blackstone
Blue Chip Investor Fund
Blue Current
Blueprint Fund Management
Bogle Investment Management
Boston Common Asset Management
Boston Partners
Boston Trust Walden
Boyar Asset Management
Boyd Watterson Asset Management
Bramshill Investments
Brandes Investment Partners
Bretton Fund
Bridge Builder Funds
Bridges Investment Management
Bridgeway
Bright Rock Funds
Brinker Capital
Brookfield
Brown Advisory Funds
Brown Brothers Harriman
Brown Capital Management
Bruce Funds
Buffalo Mutual Funds
Bullfinch Funds
CBOE Vest
CIBC Private Wealth Management
CM Advisers
CRF
CRM Funds
Cabana
Calamos Investments
Calvert
Cambiar Investors
Cambria
Camelot Event Driven Fund
Campbell & Company
Canterbury Investment Management
Cantor Fitzgerald
Capital Advisors Funds
Capital Group/American Funds
Capital Link
Cardinal Capital
Cargile Investment Management
Carillon Family of Funds
Carillon Tower Advisers
Carret Asset Management
Castle Investment Management
Catalyst Funds
Causeway
Cavalier Funds
Cavanal Hill Funds
Centerstone Investors
Centre Funds
Champlain Investment Partners
Change Finance
Changebridge Capital
Channel Funds
Charles Schwab Investment Management
Chase Investment Counsel
Chesapeake Mutual Funds
Chevy Chase Trust
City National Rochdale
Clarkston Funds
ClearShares
ClearWater Management Company
Clifford Capital Partners
Clipper Funds
Clough Capital Partners
Cohen & Steers
Coho Funds
Colorado BondShares
Columbia Threadneedle Investments
Commerce Funds
Commonwealth International Series Trust
Community Capital Management
Conductor Funds
Conestoga Capital Advisors
Congress Asset Management
Convergence Investment Partners
Cook & Bynum
Copeland Capital Management
Core Alternative Capital
CornerCap
Counterpoint
Cove Street Capital
Crawford Investment Counsel
Credit Suisse
Cromwell Funds
CrossingBridge
Crossmark Global Investments
Cullen Funds
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Fund Name
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