About FundManager
Research built to be checked, not just read
We publish equity fund and wealth-management research for US investors, with methodology transparent enough to verify against source material.
Independence
Editorial Independence
FundManager does not accept payment from fund managers, brokerages, or asset managers in exchange for favorable coverage. Our frameworks and calculators are built to hold regardless of which product category performs better in a given period.
No Paid Placement
Fund examples are chosen for illustration, not compensation.
No Product Sales
We do not sell, distribute, or manage investment products.
Methodology
SEC Sourcing & Research Methodology
Source
Public filings, prospectuses, and regulatory guidance
Cross-Check
Compared against category averages and disclosures
Simplify
Rewritten in plain language without losing accuracy
Review
Quarterly re-check for accuracy and relevance
Data Verification
Numbers are checked before publication
Expense ratios, historical CAGR figures, and calculator defaults are reviewed against fund fact sheets and updated when source data changes materially.
Content Standards
Independent, decision-focused analysis
Content explains mechanisms and trade-offs rather than recommending specific funds, tickers, or timing decisions.
Principles
Research & Transparency Standards
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01
Every calculator discloses its formula and assumptions, not just a result.
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02
Risk is presented alongside return in every framework, never in isolation.
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03
Complex decisions include a clear path for validating assumptions with the appropriate professional.
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04
Corrections are published transparently when material errors are found.