Research Services

Performance Measurement for Portfolio & Asset Management

Performance Measurement for Portfolio and Asset Management

Business Development and Planning

Customer Satisfaction/Customer Service Performance Measurement Customer Preferences and Revenue Enhancement Client Services Evaluation Competitive Comparison Evaluation Marketing and Branding Effectiveness. Positioning/Repositioning Value Proposition Evaluation and Creation

Industry Practice Standards

Domestic & International Practices Evaluation Peer Performance Evaluation Net Operating Income National Commission Payment Standards National 3rd Party Management Fee Standards National Debt Valuation Practices Among Investment Fiduciaries

Organizational Development

Corporate Governance & Succession Planning Partner and Board Level Strategic Planning Workshops & Retreats Investor/Partner Evaluation Client Perception/Client Development Evaluations Employee Engagement Employee Satisfaction, Opinion & Awareness Incentive Compensation Planning