Is my firm eligible to be tracked by MMR?
To be tracked by
MMR, a manager must:
- attest to
being registered with the Securities & Exchange Commission
(SEC) and / or all appropriate state regulatory agencies;
separate, individually managed accounts; and
- submit at
least one year (four quarters) of performance figures.
At this time,
MMR is not set up to track mutual funds or hedge funds.
I manage fixed-income portfolios. Can you track my
Yes. MMR now
tracks fixed-income products in addition to equity, balanced, and
Does it cost anything to be tracked by
No. MMR tracks
managers free of charge.
My firm qualifies for tracking. How do I get
If your firm
qualifies and would like to be tracked by MMR, simply submit our
signup form. An MMR rep will authenticate your request and
assign you a Manager Account login and password.
How do I report my performance?
You can log into
your MMR account at any time to update performance and fill out
short online questionnaires about your firm. The information you
report will become automatically available to all MMR subscribers.
Who reads Money Manager Review?
subscription service is appropriate for:
with $100,000 or more in assets, and
who serve these individuals.
include individuals, institutions, foundations, trusts,
endowments, public and private pension plans, brokers,
consultants, and investment advisors.
How do you rank money managers?
managers according to:
Performance (combination of the above 3)
MMR rankings are
calculated for these four criteria over 1, 3, 5, 7, and 10-year
only compare similar product types. All equity products are ranked
against each other. Balanced, fixed-income, and
global/international products are ranked in separate groups.
Subscribers can opt to narrow these rankings by product style
and/or target cap.
Can I reprint MMR rankings or reports?
You can reprint
and distribute any MMR ranking, report or comparison chart that
includes your firm, free of charge, when your firm subscribes to
MMR. (Of course, all reprints are subject to MMR's reprint
terms and conditions.) Electronic Reprints and Interview
Reprints are also available. For more information, contact