Standard & Poor's - Equity Research Advisor Insight

Features

Classifications, evaluations, and rankings on over 250 portfolio managers responsible for over 600 SMA's in the U.S.

In-depth research, analytics, reports, screening tools, monitoring mechanisms, product comparisons, and hypotheticals

Objective five-factor ranking methodology based on relevant individual factors

Qualitative information including firm, people, and process

Comprehensive returns and holdings based analytics

In-depth SMA research reports

Availability

Standard & Poor's SMA Evaluator is available on the Internet

Through Standard & Poor's Advisor Insight, our web-based portal that provides advisors with access to our research content and powerful analytic capabilities

For a sample report, click here.

For a free demo or to subscribe, click here.

Potential users

SMA Evaluator users are advisors, brokers and analysts at wirehouse, regional or independent brokerage firms.