CRM3: REDEFINING VALUE
PICTON’s centralized destination for navigating regulatory change, reframing client conversations, and showcasing the full value of advice. Here you’ll find curated resources, guides, and tools designed to help advisors and investors adapt confidently to Total Cost Reporting (CRM3) enhancements.
GUIDES
Our new Advisor Guide: Redefining Value aims to go beyond theory with a practical, step-by-step framework you can apply immediately. From unbundling investments and thoughtfully allocating fees to demonstrating true manager skill, it outlines strategies designed to help you stand out in a crowded market.
Webinars
Access live and on-demand sessions that unpack CRM3, market psychology, and strategies to strengthen client conversations.
INSIGHTS
Practical resources that connect CRM3 requirements to real portfolio outcomes and advisor value. Read our latest insight on Smarter Fee Budgeting by Robert Wilson, CFA, CAIA, Head of Innovation, Portfolio Strategist, 2ND ENGINE.
Need additional support? Get in touch with our Portfolio Construction team
CONTACT USThe Value of our Funds
The PICTON Value Quotient is a proprietary framework used to evaluate investment strategies across 4 dimensions: performance, diversification, risk and quality of return. See how we've used this framework to measure value across each of strategies and the role they can play in building a Fortified portfolio.
PICTON Long Short Equity Alternative Fund
PICTON Multi-Strategy Alpha Alternative Fund
PICTON Market Neutral Equity Alternative Fund
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