Access Investment Manager Performance Data & Analysis

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Manager Performance Platform

Elevate your competitive insights with the Performance section in FIN Searches. Gain unparalleled access to performance metrics, peer comparisons and AUM flow trends in a single, streamlined platform. With advanced tools, integration with FIN Searches’ institutional data and powerful visualizations, the Performance section simplifies complex analysis and empowers smarter decision-making.

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Learn more about the Performance section through a personal demonstration.

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See The Benefits Of Utilizing The Performance Section

  • Evaluate Manager Performance: Gain clarity on skill and strategy behind manager success.

  • Review Peer Universes: Conduct comprehensive reviews of peer groups with customizable filters including quartile range ranking across multiple return periods.

  • Analyze AUM Flows: Track inflows and outflows by product type, style, region, benchmark and more.

  • Side-by-Side Comparisons: Easily compare manager strategies to identify strengths and opportunities.

  • Integrated Mandate Data: Link performance metrics directly to client and mandate information.

Transform Your Research Instantly With Performance Data Access

  • Explore A Wide Range Of Funds: Broaden your analysis with in-depth data on Equity and Fixed-Income funds, offering deeper insights into key asset classes.

  • Manager Benchmark & Vehicle Type Selection: Personalize your performance review by comparing data against the manager-selected benchmark. Tailor your analysis to review between SMAs, Mutual Funds and ETFs.

  • Analyze AUM Flows: Visualize asset flows with tools like:

    • Chart Selector: Instantly generate charts by product, style, benchmark, region, firm or fund.

    • Top Inflows/Outflows: Highlight key fund movements whether positive or negative.

    • Chart Metric: View data by percentage (%) or dollar value ($).

  • Return Periods & Quartile Filters: Customize your performance review by selecting up to six return periods and filtering by quartile performance range to instantly uncover the top and bottom performers.

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