Special Reports

Search through our archive of Quarterly Performance Reports, Manager Analysis Reports, Equity Performance Reports and Annual Supplements.


To qualify for the Quarterly Performance Reports firms must be under $2 billion in total firm AUM and products must have over $10 million AUM. Women-, minority-, diabled-owned firms are extended to total AUM of less than $10 billion. Register your firm in Informa PSN’s database here and input your most recent firm and product AUM to be added.