SERVICES
EXAMPLE
BROKER COMMISION OPTIMIZATION
Assist in Hard-Soft Dollar transitions
Assess value to users via ranking/voting
Determine under/overpaid brokers
Set-up on-going broker management
RESEARCH RATIONALIZATION
DATA RATIONALIZATION
Fit Services to User Needs
Assess Research Value - Alter as Required
Set-up on-going management
Review or set-up
allocation process
RESEARCH SOURCING
DATA RESOURCING
Research Review
Apples to apples comparables
Suitable for new sector coverage or new fund start-up
FEES
Our fees are success-based
BENEFITS
Time Savings
Cost Savings
Vendor Knowledge