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Investment Research

In-Depth, Institutional-Quality Fund 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. A subscription to AdvisorIntelligence includes full access to the our proprietary asset class and manager research.

We keep you up-to-date on market developments and are current views with regular investment commentary:

Quarterly Commentary

The cornerstone of our communication strategy is our Quarterly Investment Commentary, a long-form letter to clients from Litman Gregory chief investment officer Jeremy DeGroot.

Monthly Market Updates

Our analyst team provides shorter Monthly Market Updates on off-quarter months that review the last month’s action in 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.

For each manager we recommend or hold in our model portfolios, we provide a full 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 fund, we compile a full-length due diligence report, including detailed commentary on the fund’s strategy, manager(s), portfolio construction, and historical performance, along with our rationale for recommending or approving the fund.

Annual Updates on Managers

We provide an update on every Recommended fund 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 alternative strategies. 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. 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, purchase information, 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.

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