Services

Global Manager Research Database (GMRD) is Canada's leading database of Investment Managers since 1986. It provides clients, whether they are Consultants, Investment Managers, Plan Sponsors or High net-worth advisors, with current, accurate, unbiased and descriptive information about Investment Managers and their products. If you would like more information about this product, please click here.

Property & Casualty Investment Monitor (PCIM) is Canada's only database focused on comparing the investment returns and portfolio characteristics of the P & C Insurance Industry. First developed over 15 years ago, it is now considered the industry standard. It provides performance measurement for many companies including some of the largest P&C insurance companies in Canada as well as some of the smallest. If you would like more information about this product, please click here.

CAP Track Services is a database for Plan Sponsors to create a complete audit file for their Capital Accumulation Plan. It allows Plan Sponsors to meet the governance standards set by the CAP guidelines. CAP Track, completes both the checklist of review items and the independent grading required for each of the investment products offered to a firm's employees. If you would like more information about this product, please click here.

A related company is Global Investment Solutions, an investment consulting firm specializing on Investment Governance. The partners work with institutions and ultra-high net worth individuals to provide unbiased customized investment solutions. If you would like more information about this service, please click here.