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