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Investment Research for Financial Advisors

Conway IS the way to invest with intelligence. With decades of experience in traditional and alternatives investment research, Conway is uniquely positioned to help you make informed decisions. Our research, data and analytical fintech tools are accessible 24/7/365 on our secure platform and may be white-labeled to suit your needs.

Your Investment Research Partner

We partner with financial advisors to add guidance and expertise to their investment strategies. Conway has flexibility with its scope of engagement and seeks the most efficient ways to complement in-house expertise.

Meet the Team

Manager Due Diligence

Manager selection is critical to the overall performance of both traditional and alternative investments. Our approach combines qualitative and quantitative analyses as we strive to identify, evaluate and select managers that add lasting value to your portfolio.

  • Private Equity
  • Private Credit
  • Hedge Funds
  • Real Estate + Real Assets
  • Global Equities + Fixed Income
  • Interval Funds
  • Mutual Funds
  • ETFs

Operational Due Diligence

How a fund manager operates can be just as important as its investment process. During operational due diligence, we conduct questionnaires, on-site visits and vendor checks to identify and evaluate any potential business risks of the fund manager.

  • Policies + Procedures
  • Third-Party Vendor Verification
  • Operational Checks + Balances
  • Regulatory + Compliance

Capital Markets Research

Our industry has no shortage of market research and the volume can be overwhelming. As your investment research partners, we synthesize this research into clear, understandable and thoughtfully packaged reports to help you make informed investment decisions.

  • Daily Index Performance
  • Monthly Newsletter
  • Quarterly Market Outlook
  • Quarterly Asset Class Rankings

Analytical Tools

Asset allocation and portfolio construction are the foundation of a strong portfolio. Our unique approach leverages proprietary capital market assumptions and asset class views to create efficient and customized portfolios. Conway’s proprietary analytical fintech tools empower advisors to better serve their clients.

  • Asset Allocation
  • Model + Customized Portfolios
  • Alternatives Portfolio Builder
  • Private Equity Commitment Model

Financial Advisor Education

Our financial advisor education pieces span relevant subject matters and are produced to inform financial advisors and their clients. As your investment research partners, we routinely generate educational materials and bespoke research reports as requested.

Branded Advisor Research Portals

All Conway research is organized and hosted on a secure, elegant online platform that is branded to your firm. The portal provides efficient access to investment information so advisors have research, data and analytical fintech tools at their fingertips.

  • Seamless Brand Experience for Advisors + Clients
  • Unified Investment Research + Technology Tools
  • Efficient Access + Investment Information on Demand

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