Exploring new markets? We help find the right funds
Markets are shifting. Many investors are reconsidering their allocations — reducing U.S. exposure, looking beyond the largest technology names, reconsidering dollar risk. If you have new regions or asset classes in mind, identifying the right funds within those categories can quickly become a time-consuming exercise.
ECR FundSelect+ takes care of that for you. Tell us which markets, regions, or asset classes you want to explore. We filter across 10,000+ funds and deliver a targeted shortlist of 10–20 high-quality funds, tailored to your investment priorities.
Benchmark Your Current Portfolio
Already invested? We can also benchmark your existing portfolio — assessing whether your current funds still hold up on performance, risk, cost, and strategy consistency. Where better alternatives exist, we'll surface them.
Sample Report (Pacific ex Japan)
To illustrate how it works, we've prepared a sample report based on the Pacific ex Japan asset class. In this example fund names are not disclosed for confidentiality — in an actual engagement you receive the full set of identified funds including detailed names and characteristics.
Curious to see how it works? Book a 20-minute demo using the button below.
How it works?
Discover the 6-step process that guides every selection
We start with an in-depth conversation (about the search) to align on your:
- Investment objectives: Growth, income, preservation, or balanced
- Preference: Active or passive management
- Investment horizon and risk tolerance
We filter over 10,000 funds using our four core pillars:
- Performance – Track records over 3, 5, or 10 years
- Consistency – Stability of returns
- Cost – Expense ratios and fees
- Risk – Volatility and drawdowns
This results in a targeted shortlist of 10–20 funds tailored to your needs.
Together, we review:
- The top 10 holdings of each fund
- Concentration risks vs. benchmarks
- Sector and regional biases
We help you select the 3–5 funds that truly match your strategy, providing:
- Personalized fund factsheets
- Key metrics like beta, volatility, and risk-adjusted returns
You make the final call—either independently or with our support during fund manager meetings.
Stay on track with:
- Regular performance evaluations
- Access to new opportunities and adjustments when needed
Why Choose ECR FundSelect+?
- Independent advice—no conflicts of interest
- Efficient & tailored—save time without losing control
- Data-driven with a human touch—the best of both worlds
Let’s select the right funds together. Contact us!
