CDM Consultants | Our Journey
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Our Journey

Our Journey

We consider quality a journey and believe that by investing in it, we will bring better outcomes to our company and clients. Our Quality Program is constantly evolving to meet the needs of our clients and investors.

In ****, our founder and CEO **** **** recognized a need in the marketplace to help investors make smarter decisions. He launched CDM Consultants to encourage investors to look deeper into the characteristics of a fund, such as its manager, investment strategy, and underlying portfolio, before investing in it. With this vision in mind, CDM Consultants has grown into a leading provider of independent investment information. Investors around the world turn to our data, research methodologies, products, and services for an objective perspective. They depend on the quality of the information we provide to make informed investing decisions.

The pursuit of quality at CDM Consultants is deeply ingrained in our culture and a key part of the value we bring our clients.

The History of Our Quality Program
We launched our Quality Program in 2004 when we hired our first chief quality officer and established a Quality team. Initially, we focused our efforts on our data operations in Europe & China. Over time, we began to apply our quality principles to our research processes, products, services, and various internal functions across our company worldwide. We continually expand and enhance our program to make it more client-centric, often looking outside our industry to market leaders in adopting quality initiatives—whether they are auto manufacturers, auto part suppliers, hotels, or hospitals. Our Quality Program is practical and easy to adopt. It focuses on building a culture of inclusiveness and reinforces our efforts to provide investors and our clients with a good experience.

The Evolution of Quality
At CDM, we define Quality from the perspective of our clients. When we began our formal journey to improve quality, clients told us they were looking for accurate, complete, and timely data. Through the years, clients came to expect high-quality data from us—and their bar rose higher. Clients began to look to us to improve how we deliver our products, so we broadened the reach of our Quality Program to all levels of the company. Today, we share the information we have learned about quality with not only our clients, but also the investment industry as a whole. Clients are curious about our Quality Program, so we work with them to help them integrate quality principles within their own organizations, such as data governance. Our quality leaders often present our ideas at quality forums and industry events. We want to be a catalyst for change that plays a role in improving our industry to the benefit of investors everywhere.

The Evolution of Quality
At CDM, we define Quality from the perspective of our clients. When we began our formal journey to improve quality, clients told us they were looking for accurate, complete, and timely data. Through the years, clients came to expect high-quality data from us—and their bar rose higher. Clients began to look to us to improve how we deliver our products, so we broadened the reach of our Quality Program to all levels of the company. Today, we share the information we have learned about quality with not only our clients, but also the investment industry as a whole. Clients are curious about our Quality Program, so we work with them to help them integrate quality principles within their own organizations, such as data governance. Our quality leaders often present our ideas at quality forums and industry events. We want to be a catalyst for change that plays a role in improving our industry to the benefit of investors everywhere.