Manager Tools

If you are a new data contact for your company or need to update your contact information, please use the form below.

Investment Firm / Company Information
Firm Name*
Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Main Office Phone*
Main Office Fax*
Primary Point Of Contact
Name*
First Last
Email*
Enter Email Confirm Email
Phone*
Fax
CAPTCHA
Email
This field is for validation purposes and should be left unchanged.

Add A Managed Product

If you are interested in adding new products to be included in the DeMarche database, in addition to the contact information listed above, please email the product information detailed below to data_collection@demarche.com

EXCEL Format – Download Sample Excel Document

Product Name
Asset Type – Equity, Fixed Income, Mutual Fund, Hedge Fund, etc.
Country Type – Global, Domestic, Japan, International, etc.
Gross of Fees for Commingled and Composite Products
Net of Fees for Mutual Fund Products
Quarterly Performance Since Inception

Once this information is received, you will be asked to complete a survey for EACH product. Upon completion and internal review, you will be provided with a user name, login and instructions to access web application.

If a Manager has a mutual client with DeMarche, then a monthly email will be sent requesting MONTHLY performance update for the product. Otherwise a Quarterly email request will be sent.

Manager Tools

Manager Tools

Investment Firm / Company Information

Primary Point Of Contact

Add A Managed Product