Testimonials

“We have used CAMRADATA’s Assisted Search function several times and each time it has produced one or two strategies we would not have easily come across. This is perhaps a useful compliment to screening  universe data sets such as Morningstar and for finding strategies which are not easily classified in a particular sub asset class. CAMRADATA also provide a host of comparable data which makes it easy to do a quick check to see if the strategy is suitable. Most importantly, the Assisted Search allows users to customise their search criteria, including more qualitative criteria which can be quite tricky to do via screens. We also appreciate the anonymity and not to have to be bombarded with multiple communications from a manager should a strategy prove to be unsuitable. CAMRADATA have been very helpful in tailoring the search criteria and the process has been quick and painless.” – Wee-Tsen Lee, Head of Fund Research at Lockhart Capital Management LLP (Wealth Manager)

“We have been working in partnership with CAMRADATA on various projects and have benefitted from their knowledge of the market. We continually update our market map which covers sustainably-tilted and impact ESG strategies that are available to UK institutional investors and CAMRADATA’s Assisted Search service allowed us to specify the exact criteria that we were searching for and produced a comprehensive fund report which could be input into our market map spreadsheet. We won’t hesitate to use their service again as we periodically review the market, or if we have demand to explore certain niche strategies to cater for specific needs of any of our clients.” – Andrew Lilley, Head of Responsible Investment Research at Isio (Consultant)

“SECOR used CAMRADATA’s Assisted Search service to find prospective managers for a Sterling Denominated Corporate Bond Mandate. The service was very useful in identifying the most suitable managers for the mandate, and in facilitating introductions and arranging meetings with the shortlisted managers. The CAMRADATA team were helpful and quick to respond to queries.”Anja Needham, Investment Analyst at SECOR Asset Management (Consultant)

“I have been working with CAMRADATA for four years now, and find your database and resources (particularly the DGF Medians) to be extremely useful in building confidence in, and our understanding of, the DGF/multi-asset sector, broadly defined. For one LGPS client, I do a detailed quarterly report that analyses the performance and sources of return for the three managers in its portfolio. That report is a requirement for fund’s continued allocation to DGF/multi-asset, which is a core part of its alternatives allocation. We use CAMRADATA’s updated sector-wide data as a benchmark for comparing the performance of the portfolio’s existing DGF/multi-asset holdings and potential new additions. We find such aggregated data invaluable. Sean and the team are also great to work with. In the past, I have found the CAMRADATA events I have attended to be very educational. They have broadened my horizons and introduced me to topics well beyond my proverbial comfort zone. I look forward to the day when we can all return to in-person continuing education events. I know I will eagerly sign up for the first ones that CAMRADATA organises.”Elizabeth Carey, CFA, Independent Research Consultant for Torfaen Council

Barnett Waddingham recently used the CAMRADATA Assisted Search service to establish universes for ESG-related funds so we can add value for our clients. The database has excellent coverage of managers and products, and the information is summarised in useful standard reports. Particularly convenient is the way CAMRADATA acts as a buffer between us and the investment managers and is able to answer many of their questions independently. This helps reduce the communication burden when establishing potentially large universes where a significant number of managers are engaging. The help we received throughout was prompt and attentive. CAMRADATA gave useful advice in how to compose the initial request. We would be happy to use the service in the future.” – David Lewis, Barnett Waddingham

“I have taken part in several roundtables over the last 18 months and this was the best orchestrated by far” – Investment Director, UK Consulting firm

“Just a note to say thank for organizing the panel and having me on it. I found the full group discussion super informative, especially hearing how the consultants were thinking about things. I think you picked a great format so much success to your future events” – Portfolio Manager, Global Asset Manager

“The CAMRADATA virtual roundtable went really well, as well as the live events, which was quite surprising! It was informative and interesting, and I know our Fund manager enjoyed being a part of it” – Business Development Manager, UK Asset Manager