CDM Consultants | About Our Company
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About Our Company

Who We Are

CDM Consultants is a leading provider of independent investment research in Asia , Europe, Australia, and North America. We offer an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors.

CDM provides data on nearly 540,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on approximately 18.5 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. CDM also offers investment management services through its investment advisory subsidiaries, with more than $200 billion in assets under advisement and management as of Sept. 30, 2016.


Investors know and trust CDM Consultants. And our independence is a big reason why we’ve earned their trust. Our business model is based on providing objective research built on extensive, high-quality data and sound methodologies, delivered across a range of media. Investors recognize that our drive to do what’s right for them sets us apart.


For years we’ve been building a global database that now includes hundreds of thousands of investments—and is still growing. While our roots are in mutual funds, we’re now collecting and analyzing data on stocks, hedge funds, exchange-traded funds, separate accounts, and other investments to make them more transparent for investors. Around the world and around the clock, our dedicated data analysts work to collect data and make sure it’s accurate, timely, and complete. We’re obsessed with quality data because we know investors need it to make informed decisions.


CDM Consultants mission is to create great products that help investors reach their financial goals. We accomplish this by working directly with investors, as well as the advisors and institutions that serve them.


    Individuals use CDM Consultants to make educated investment decisions. These investors want pertinent facts they can trust from an independent source, delivered in easy-to-understand formats. Led by our chief quality officer, a quality assurance team independently reviews how well we’re meeting our targets.


    Financial advisors and other investment professionals turn to CDM for tools that help them research, analyze, present, and support their investment ideas. CDM's research, analytics, and investment management services help advisors make more efficient use of their time and deliver better investment outcomes to clients.


    Firms of all sizes look to CDM for ideas that help them develop, differentiate, and manage financial products. Tapping into our independent research and industry expertise helps asset managers discover efficiencies and innovations while meeting regulatory challenges and global market needs.


    Retirement plan providers differentiate their businesses through CDM's expertise in improving existing plans and pioneering retirement products. They also value CDM as a single source for investment consulting, advisory services, software, data, and research.