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Lowell Fund Advisor Pro
Yearly Subscription Fee: $979.00
Overview: LOWELL Fund Advisor Pro is an independent, proprietary manager-focused analytical service developed specifically for LOWELL by The Rankings Service (TRS) for today’s investment professional. Whether using mutual funds, individual stocks and bonds, or both in tandem, LOWELL Advisor Pro provides you with a uniquely powerful way to view, review, and benchmark your core, watch and selected investment lists in light of our map of the top-ranked equity and fixed income managers in 15 investment categories, covering over 98% of the open-end fund universe. Additionally, LOWELL Advisor Pro is a critical “second opinion” service enabling a more open dialogue between you and your clients based on the merits of your recommendations rather than solely on the marketing prowess of star ratings.
Service: in-depth Quarterly Review and ranking of top 100 managers overall and the top 10 managers in 15 investment categories, Manager Scorecardstm exclusive manager interviews, weekly market updates, daily performance alerts, proprietary data, analysis, market commentary and members’ only web site access. Quarterly conference call with LRU CEO and Chairman Jim Lowell.
Description: Chairman Jim Lowell launched The Rankings Service (TRS) in 2001 as the leading independent financial research firm which tracks the long-term performance of individual portfolio managers of funds rather than the funds themselves. Existing approaches to tracking and evaluating the investment performance of mutual funds are based on the fund’s past performance history, not the underlying manager(s) track record. LOWELL Advisor Pro’s rankings lists and individual manager scorecards empower individual and professional investors who are making, screening and/or monitoring fund investment decisions with insights that are simple and actionable. For this, TRS has earned plaudits from the financial press, won early adopters among the largest global clearing firms and household financial reporting services, and created the basis for an emerging fund industry standard.