You develop investment strategies to help clients reach goals that are years — or even decades — away.
Does it make sense to use research based exclusively on past performance to analyze mutual funds and ETFs and make informed investment decisions? Of course not.
CFRA takes a balanced approach to developing our essential, independent and forward-focused research. In addition to looking at past performance, we also consider factors that could drive the future value of mutual funds and ETFs. This includes analyzing the quality of — and risks associated with — stock and bond holdings. CFRA’s research will help you clearly understand how these factors can impact performance over time.
Our broad-based coverage of mutual funds and ETFs will help you make informed investment recommendations, track individual holdings to maximize returns, and deliver clear insights to your clients.
Did you know?: CFRA has one of the largest, most experienced and respected research teams in the industry. You can feel confident knowing that research from CFRA has been developed and reviewed by leaders in the industry.
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.