What We Do

All research is accessible on Conway's secure client portal 24/7/365 and can be private labeled to suit the needs of each client.

Traditional Manager Due Diligence

Approved Manager List
Global Equities
Global Fixed Income
SRI/ESG/Impact
Mutual Funds
SMAs
ETFs

Alternatives Manager Due Diligence

Approved Manager List
Hedge Funds
Private Equity/Credit
Real Estate/Real Assets
Limited Partnerships
Mutual Funds

Market Research

Daily Index Performance

Monthly Newsletter

Quarterly Market Outlook & Asset Class Rankings

Annual Capital Market Expectations

Asset Allocation

Customized Model Portfolios

Scenario Analyses

Strategic & Tactical Insights

Ongoing Manager Monitoring

Quarterly manager profiles that highlight key qualitative and quantitative information

Performance Measurement

Total portfolio evaluated versus strategic benchmark and individual managers/funds measured versus specific benchmark and peers

Research and Insights

Access to research white papers and education pieces on timely investment topics

Investment Policy

Investment Policy Statement creation and ongoing support