Worldsource Financial Management is committed to delivering industry leading research and analysis that is relevant and timely. Through Market Watch, a site developed exclusively for Worldsource Financial Management advisors, we host a well-organized and concise library of information that includes monthly mutual fund rankings, fund profiles, new product reports, fund spotlights and special reports. Market Watch is the Worldsource Financial Management advisor's link to market commentary and unbiased information regarding products available through our network.
Monthly Mutual Fund Ranking Reports & Recommended Lists
Providing centralized access to research and analysis is paramount. Market Watch provides Worldsource Financial Management advisors with quick and easy access to monthly Mutual Fund Ranking Reports and new product profiles.
Our mutual fund ranking provides monthly analysis on over 700 mutual funds and 150 hedge funds. Searchable by fund type, name, ranking or risk, the monthly mutual fund ranking identifies funds that will deliver the best risk adjusted returns for your clients.
Complimenting the monthly Mutual Fund Ranking Report is the Recommended List. Produced within an independent environment, the listing focuses on those funds that provide the strongest and most consistent performance. Using both quantitative and qualitative analysis, our research analyst determines those funds that can be ranked as a 'Strong Buy'.
Fund Spotlights & Special Reports
Monthly Fund Spotlights, driven by advisors, offer a detailed analysis that includes recent performance, attributes analysis, manager style and manager interviews (where possible).
Special Reports and Newsletters provide commentary on varying investment topics, ranging from recent market and economic performance, to other more specific investment topics, in addition to any occurrences that may have an effect on the capital markets.
Customized Portfolio Optimization Services
Imagine having your own research analyst available to review, tailor and optimize your clients' and prospects' portfolios. Worldsource Financial Management, in partnership with Paterson & Associates, delivers this service to our advisors with Customized Portfolio Optimization.
Our Customized Portfolio Optimization Services assist Worldsource Financial Management advisors in developing superior risk adjusted portfolios. By undertaking a thorough analysis, Portfolio Optimization can assist advisors in improving the risk return characteristics of a client's portfolio.
Customized Portfolio Optimization is a powerful tool, providing tailored solutions to meet the exact requirements of your clients. As a time saving solution, Customized Portfolio Optimization frees your time, allowing you to focus on building client relationships and your business, profitably.