The InvestWorks database consists of:
About Our Database| Institutional Firms | 979 |
| Mutual Fund Firms | 649 |
| Total Firms | 1628 |
| Institutional Domestic Equity Products | 2902 |
| Institutional Canadian Equity Products | 18 |
| Institutional Int'l/Global Equity Products | 1153 |
| Institutional Domestic FixedIncome Products | 1110 |
| Institutional Canadian FixedIncome Products | 5 |
| Institutional Int'l/Global FixedIncome Products | 211 |
| Institutional Domestic Balanced Products | 125 |
| Institutional Canadian Balanced Products | 3 |
| Institutional Int'l/Global Balanced Products | 80 |
| Institutional Total Products | 5722 |
| Mutual Fund Domestic Equity Products | 9853 |
| Mutual Fund Int'l/Global Equity Products | 3213 |
| Mutual Fund Domestic FixedIncome Products | 6726 |
| Mutual Fund Int'l/Global FixedIncome Products | 329 |
| Mutual Fund Domestic Balanced Products | 3245 |
| Mutual Fund Int'l/Global Balanced Products | 114 |
| Mutual Fund Total Products | 23538 |
| Total Products | 29260 |
Information on separate account composites, commingled funds and managed (WRAP) accounts is collected and compiled by RogersCaseys’ Research team. Over 900 investment firms provide information on over 4,900 investment products, through EQuest, RogersCasey’s Internet-based data collection site.
If you are an investment manager who would like to add your information to EQuest, please contact us.
Mutual fund data is provided by Lipper®, which includes information on over 570 mutual fund companies and 19,000 funds.
Peer Groups and Benchmarks
A peer group on InvestWorks.com is defined as a series of investment products with similar investment objectives. Investment products are assigned to peer groups based on RogersCasey's research-based, asset class specific methodologies.
The complex process of finding and analyzing products with similar investment objectives is done by RogersCasey's Research team.
Industry standard benchmarks are provided on InvestWorks.com for the purpose of comparing investment products and peer groups in reports and graphs.