Manager Profiles Store

Welcome Columbia Business School Students and Alumni

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Convergence is providing a research tool to Columbia Business School Students and Alumni focused on all Asset Management Firms registered with the SEC. Particular focus has been put on ALTERNATIVE Asset Management firms (Hedge, Private Equity, Real Estate, Venture Capital and Structured Assets) given the general lack of transparency. The report you can purchase will provide you with a synopsis and unique set of quantitative and qualitative data points about each firm.

The data is unique because it is enriched by subject matter experts and provides best practices based on select peers. Convergence focuses on a manager’s infrastructure including including asset size, investment strategy, C Suite, benchmarking/productivity, service provider network, complexity and recent news on the firm. Clients that use Convergence data include asset managers, administrators, audit firms, financial technology firms, investment management consultants, prime brokers, custodians, investors, compliance firms, recruiting firms, colleges/universities and individual research.

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Columbia Business School Students and Alumni can now purchase these reports at a discounted rate of $49.99 (normally $79.99). Use promo code “CAASP2”

There are 7 easy steps to purchase a report:

1. Enter your discount code below = CAASP2
2. Filter your selection by any of the following: Firm Name, City, State, Investment Strategy, AUM
3. Select the Firm(s) you wish to purchase a report for. You can purchase multiple reports at once.
4. Add Reports to Cart
5. Click “View Cart” to review your order and proceed to Checkout
6. Complete Checkout process with credit card or PayPal
7. Once your purchase is complete, your reports will be automatically sent to the email address that you provided

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The Convergence Manager Profile Report is delivered in its “full and final form” and is based on the information that Convergence obtains from an Advisor’s Form ADV. Convergence makes no representation to the accuracy of an Advisor’s data or to any derivative calculations Convergence creates using this data to benchmark Advisors.

Reports purchased before 12:00pm EST will be delivered to the buyer on the same day. Any purchases after 12:00pm EST may be delivered the following day.

All sales of Convergence products and research are final. No exchanges or refunds are available.

Need technical assistance? Email us at gevans@convergenceinc.com