Interested in learning more? Please contact:

Allana Burke
212-217-6938
aburke@sionline.com

Board Services

PRISM ReviewBoard Services and 15(c) Analytics

With over two decades of experience in advising fund companies on how to strengthen their business, Strategic Insight’s Board Services supports management and board of director’s compliance and due diligence efforts by combining data, perspective, and research resulting in unmatched insight and analytics.

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Services Include:

  • Contractual advisory fee breakpoint analysis
  • Contractual advisory fee category benchmarking
  • Subadvised funds: Benchmarking economies of scale
  • Management fee analysis
  • Board compensation and structure
  • Funds closed to new investors and 12b-1 fees

15(c) Review Features:

  • Fee benchmarking for all mutual funds, including underlying funds for variable annuities
  • Integrated fee and expense benchmarking with additional presentations focused on return, risk, and cash flow parameters
  • Independent research and production from a trusted third party
  • Standardized peer group methodology, which can be augmented with a collaborative effort to fine-tune the identification of peer funds
  • Incorporate internal fund level data provided by the fund management company

On-site presentations

On-site presentations to Mutual Fund Boards of Directors are led by Avi Nachmany, Executive Vice President, Director of Research, co-founder of Strategic Insight, and a leading consultant to mutual fund boards and management. Avi will be joined, as required, by Strategic Insight senior analysts with specialized expertise in such areas as variable annuities or asset management outside the U.S. Presentations are tailored to your interests, combining general industry trends with special topics specified in prior consultation with the client.

To learn more, please contact: Allana Burke at 212-217-6938 or aburke@sionline.com