Investment Research
In-Depth, Institutional-Quality Research
We’ve been publishing investment research and conducting intensive due diligence on managers for over 30 years. Our experienced analyst team has unmatched access to portfolio managers across asset classes and strategies. A subscription to AdvisorIntelligence includes full access to our proprietary work.
We keep you up-to-date on market developments and our current views with regular investment research:
Quarterly Commentary
A long-form investment update from Litman Gregory’s chief investment officer
Read our latest quarterly commentary >
Monthly Market Updates
Shorter Monthly Market Updates on off-quarter months that review the last month in the financial markets and provide the latest asset class performance data
Asset Class Research
Research memos on the major asset classes we invest in, Q&As with our analysts, notes from our internal Research meetings, and more
Sample Research Team meeting notes >
For each manager we recommend or hold in our model portfolios, we provide a suite of due diligence materials to help support your portfolio decisions and communication with clients:
Initial Manager Due Diligence Reports
When we initiate coverage of a manager, we compile a full-length due diligence report, including detailed commentary on the strategy, team, portfolio construction, and historical performance, along with our rationale for recommending or approving the manager or strategy.
Annual Updates on Managers
We provide an update on every Recommended manager on an annual basis, replete with updated performance figures and charts, portfolio holdings and analytics, and our continuing opinion. We often share conversations with managers regarding the investment environment, selected holdings, and portfolio construction. This constant contact with the managers we invest with is critical, as we seek to continually challenge our thesis and investigate any concerns. These reports should reinforce your confidence in recommending these strategies to clients, especially during the trying times that inevitably impact any active manager.
Recommended & Approved Funds List
We maintain an extensive list of mutual funds and ETFs that have passed our due diligence process, with Recommended and Approved options for nearly every asset class from equities to fixed-income to alternatives. Fund details are updated monthly. We are continuously adding new funds to our coverage universe to ensure advisors have sufficient options when constructing client portfolios.
Fund Snapshots
We understand our in-depth fund research may not be appropriate for individual clients. So, we also make one-page handouts available for every fund we recommend or hold in model portfolios, updated twice per year. These snapshots distill our fund recommendations down to their essence but are still packed with pertinent information: strategy overview, historical performance, etc. They are perfect for use in client meetings or as an internal resource when trading or responding to client concerns about a particular holding.
