Programs to explore growth opportunities.
A Satisfied Client
Business strategies to provide superior client service
Is it time to get back to basics and ramp up your client service process, but you’re unsure where to begin? Unlike investment performance, superior client service is entirely under your control. Learn how delivering consistently excellent client service, coupled with the right amount of contact, will lead to long-term client satisfaction, loyalty and referrals.
Checklist | Survey
Active Share — Beyond the Benchmark
A useful tool to help guide investors
Is it possible to find a measure with the potential to identify active mutual fund managers to produce positive returns? The answer is “yes” according to Dr. Martijn Cremers, co-author of How Active Is Your Fund Manager? A New Measure That Predicts Performance. Hear how active share — a measurement that indicates how much a fund’s holdings differ from those of its benchmark — may correlate to a fund’s potential performance.
A Guide to Understanding Active Share