Are you looking for a BETTER source of research to support your mutual fund and ETF offerings? You’re not alone.
Many professionals in the financial services industry aren’t satisfied with the research used by their firms because it’s based exclusively on historical returns, which are generally poor predictors of future performance. Using old-school research to back products developed to generate results in the future puts them at a competitive disadvantage because it doesn’t reveal the true potential of the offerings.
Introducing CFRA VITALs
More and more financial marketers and product managers are turning to CFRA VITALs, a proven, forward-looking and predictive fund rating option that has achieved solid penetration with advisors and brokers.
CFRA VITALs provides:
An independent rating source that highlights the actual value of investment offerings
A forward-focused rating that considers factors beyond past performance that could impact future results, including holding quality, relative expense ratios and manager tenure and experience
A revenue-generating expense for fund marketers, offered at a fraction of a basis point
Access to research developed by one of the largest, most experienced teams in the industry.
CFRA VITALs offers a low-risk, compelling revenue opportunity for financial professionals looking for an essential, broad, forward-focused research option to back their mutual fund and ETF offerings.
Proprietary research methodology focused on future performance, not just past results
Leading source of independent mutual fund, ETF and other research
Trusted for decades
Used by more than 125,000 financial advisors
20 percent more U.S. equity coverage
Forensic accounting and legal team helps ease compliance burden
Largest research team in the industry
Data feed and API
Third party and proprietary platforms
CFRA’s pricing is transparent. We make it easy to understand how much you’re spending on research. We’re also available to guide you through your your budget-planning process.
Many independent research providers claim to be conflict free, but they really aren’t. Independent research has always been at the heart of CFRA’s business model. We do not provide investment advisory services or manage portfolios because we don’t want to compete with our clients. Instead, we’ve always made it our mission to supply them with the best quality, forward-focused research.
CFRA helps streamline regulatory processes and procedures.
CFRA is one of the world’s largest independent research providers, but we’re still able to provide you with individualized help and support. We’re flexible enough to be able to integrate with your internal or external research reporting platforms.
CFRA is reshaping how the world’s top professionals conduct investment research.