Investment Research

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

FDx Advisors research can be used in conjunction with your existing research or as a complete replacement, and members of our team can be contracted to supplement any existing research team you already have in place. You can choose to access FDx Advisors research via an online investment research portal or it can be seamlessly integrated with any module in the FolioDynamix wealth management technology platform.

Your advisors can have instant access to institutional quality investment research – contact FDx Advisors today to learn more.