Please refer to CFA Institute Blog: Better Investment Consulting.

Financial consulting is a very competitive and currently fungible practice. The key to success is differentiation. Benefit from our decades of consulting experience: success is not sales, its performance. Dare to be better. Separate yourself from the herd with superior investment manager due diligence and market intelligence.

• Blame Advisors for Investment Manager Failures: 2014 was an awful year for active investment managers, with more than 80% failing to outperform their benchmarks.
  to see how all the blame is being placed on the managers, but investors need to remember who recommended those managers.
• Better benchmarks: The popular indexes do not work well for benchmarking, for returns-based style analysis, nor are they detailed enough for portfolio construction.
  to see how Surz indexes help.
• Sophisticated and timely performance reviews: Traditional peer groups have serious biases, not to mention the fact that their timeliness leaves a lot to be desired.
  to see how Portfolio Opportunity Distributions help.
• Accurate appraisals of successes and failures: Legacy attribution systems produce unreliable reports because the benchmark is almost always wrong.
  for 21^st Century attribution analysis called StokTrib.
• Privileged market insights: Willing to pay a little to know more than the competition?
  for monthly commentaries that will keep you well informed on developments and trends in the capital markets.