• Concise one page management profiles covering key diligence topics
• Detailed Profiles of new CEOs and CFOs
• Innovative data and analysis on management themes in the marketplace
• Coverage of the Russell 3000, STOXX 600, and TSX 300 constituent companies
• Customized data and studies on topics of interest to clients.
• Clients can also have us customize watch lists, do special data projects, and provide in-depth background analysis on request.

Management CV is a pioneer in applying statistical science to evaluating the skill and quality of management. Our methodology blends the historical facts of an executive’s track record with a qualitative assessment of forward-looking variables of interest to investors and lenders. Our Analysts work from structured due diligence templates to insure that they cover key issues of track records, compensation, and fiduciary risks consistently and reliably.

Fiduciaries in the investment, lending, and insurance markets can rely upon Management CV’s system to insure that they are properly, and factually, aware of the background and incentive alignments of the management teams in their portfolios. Our team lets you leverage your time efficiently and focus on what you need to know about facts that correlate to performance.

Benefits of a Subscription

Management CV’s structured methodology ensures that our due diligence is fact-based and our analysis is deductively arrived at.  We save clients many days and hours of tedious searching for key facts and figures relating to backgrounds and other key elements of a fiduciary’s duty to know about an investment. Our management quality ranks provide a statistically significant quick check for potential problems.

Our management diligence reports are delivered on major equity research platforms and are easy to integrate into your existing investment process.  We are a time and cost efficient way for fiduciaries to cover a critical element of their responsibilities.  Management CV is an independent research provider with no brokerage or investment banking conflicts.We never accept any payments or other consideration from any of the companies whose management teams we profile in our reports.Investment managers can pay for our services through third party brokers (CSAs) of their choice. We adhere to the highest ethical standards in conducting our research so that our clients can rely upon us to be a trusted partner.

We are the experts in factually evaluating senior management teams. We have no hidden agenda in our research process. We are not pundits, strategists, or conflicted brokers seeking transactional outcomes. We provide detailed reviews of hundreds of management teams every year. Our Analysts are typically CFA charter holders and have years of experience evaluating management skill and compensation plans. Our Analysts are assigned as sector generalists and conduct their due diligence process in the exact same way across all CEOs, CFOs or other senior executives in the industry.