Below are some frequently asked questions about our publication.
If your question is not answered, try our other FAQs, or contact
in Money Manager Review?
MMR is a comprehensive
guide to the nation's private money managers. The online publication
of every manager, including contact information, company histories
and vital statistics.
on every product, including dollar growth charts, performance
analysis, investment strategies, fee schedules, and disclosure.
Profiles that present biographies and photos of manager
that identify the top performing managers, based on the time
frame and ranking criteria of your choice.
interfaces designed to find managers quickly and easily
by name, style, keyword, state/ZIP and more.
Watch Lists that you can use to isolate and analyze the
managers that interest you.
MMR also publishes
a print magazine containing rankings, reports, interviews and
a manager directory.
often do you publish?
service adds new information every day. Our rankings are recalculated
at least once per week to reflect newly added managers and products.
In this sense, we publish on a daily and weekly basis.
quarterly performance figures from money managers. Four times
a year, the rankings are reset to incorporate the most recent
quarter's performance. This usually occurs about three weeks after
the quarter's end.
publication is printed four times per year.
money managers do you track?
To be tracked
by MMR, a manager must:
to being registered with the Securities & Exchange Commission
(SEC) and / or all appropriate state regulatory agencies;
separate, individually managed accounts; and
at least one year (four quarters) of performance figures.
At this time,
MMR is not set up to track mutual funds or hedge funds.
you track Such-And-Such Asset Management?
To see if
a manager is tracked by MMR, type the name (or part of the name)
into the silver search box on our home page.
If the manager
isn't in our system, e-mail
us with the manager's name and location. We add new managers
every day. An MMR rep will follow up on your lead.
managers pay to be tracked?
No. To preserve
editorial objectivity, MMR tracks all managers free of charge.
MMR verify performance numbers?
No. All performance
numbers appearing in MMR are self-reported by the managers themselves.
MMR cannot, and does not, verify or guarantee any performance
figures. Tracked managers do agree to the Terms
of Service, in which they specifically acknowledge that they
understand the antifraud provisions of the Uniform Securities
Act and the Investment Advisers Act of 1940 as amended. Also,
tracked managers must specify their reporting methods, including
whether each product's performance is:
gross or net of fees,
on a composite, representative or proforma basis,
- AIMR compliant,
or unaudited, and
by any disclosure (and if so, the text of the disclosure).
this information is also self-reported and its accuracy cannot
be guaranteed. Before committing funds with any manager, investors
should always perform a careful background check. For more information,
see the Terms of Service.
uses Money Manager Review?
Review 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
do you rank money managers?
managers according to:
- The higher the returns, the more money earned for clients.
-The lower the risk, the more consistent and reliable the performance.
(Return/Risk Ratio) - A ratio measuring how much return
a manager is earning per unit of risk "spent".
Performance - A combination of the above three criteria.
are also calculated for various time frames. For example, you
could retrieve 10-Year Risk Rankings, 1-Year Return Rankings,
or 5-Year Overall Performance Rankings.
only compare similar product types. All equity products (investing
exclusively in stocks) are ranked against each other. Balanced
products (incorporating both stocks and bonds) are ranked as a
do I choose a money manager?
prospective money managers, it is important to consider factors
returns earned for clients
- a manager's
standing compared to other managers
- how long
a manager has been in business
should meet your needs. Therefore, before you launch your search,
you should define your own investment objectives, including growth
and income expectations, risk parameters, and tax sensitivity.
For more information,
have a knowledgeable
professional call you to discuss MMR's consulting services.
It costs you nothing to find out about these services. Or, read
our free report, "How To Choose A Money Manager."
Money Manager Review still available in print?
At this time,
Money Manager Review is still available as a print publication.
In the future, the magazine may be printed or may be phased out,
depending on the level of demand from our readership. Existing
print readers can convert to online subscriptions at no charge.
For more information, contact us.