Easily update your investment management firm's data.
Top Pension Fund Consultants rely on the MarketPlace Investment Manager Database to evaluate firms like your own. If you're in our universe, you're in theirs!
All investment managers who participate in our survey center and whose performance results meet our minimum criteria are eligible for the highly regarded quarterly rankings: BEST MONEY MANAGERS.
Performance in over 40 investment styles ranked for the latest quarter as well as one, three, five and ten year periods.
Please submit your data to us by the dates listed below and update your entire firm profile to ensure timely and accurate information is reflected in Lipper MarketPlace. For information on how to be a contributor and how to navigate our easy-to-use web tool, please Contact Us
Section
Description
Due by
SECTION 1
PERFORMANCE DATA
Update the most recent quarter's performance and asset data for each of your products on one screen. Make sure to update both vehicle and composite asset values ($Mil), even if they are the same. To ensure that each product is eligible to rank in the various time periods, please go to Gross and Net performance page of each product and check that there are quarterly returns for each quarter of each year since the product's inception. Any missing data in a given time period will disqualify the product from consideration in the rankings.
Last Day of the Month Following Quarter End
SECTION 2
PRODUCT LISTINGS
Complete products asset allocation, client breakdowns, and top holdings for the most recent quarter.
SECTIONS 3, 4, and 5 FIRM OVERVIEW, ASSETS MANAGED, PERSONNEL AND CLIENT ROSTERS
Complete your firm's assets under management ($Mil), number of institutional clients, asset breakdowns. And update the firm founded date along with the latest changes in your personnel and client rosters.