Investment Manager Evaluation Analytics (iMEA)
Inquiry - US Funds
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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.
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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.
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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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