CPIC’s research begins with a “top down” analysis of the global macroeconomic environment and ends with an extensive screening of thousands of mutual funds.

Global Macroeconomic Analysis: GDP growth rates, inflation, political risk, interest rates, etc.

U.S. vs. International Market Analysis: Relative expected performance of the U.S. vs. overseas stock markets

Asset Allocation Strategy: Allocation between stocks, bonds, cash

Sector Evaluation: Growth vs. value, small co. vs. large cap., consumer vs. cyclical vs. defensive issues, etc.

Mutual Fund Screening Process: See analyzing and screening mutual funds

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