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Board Services

PRISM Review
MutualFundsInsight.com
On-Site Presentations
 

Interested in learning more? Please contact:
 
The PRISM Review
Kevin Shine
Senior Analyst,
Customized Research
212-217-6941
kshine@sionline.com
 
MutualFundsInsight.com
Sonia Mata
212-217-6947
smata@sionline.com
 
On-Site Presentations
Avi Nachmany
E.V.P., Director of Research
212-944-4451
avi@sionline.com
 
 
 
 


Objectivity, Fact-Driven, Reflection, Balance, Relevancy, Clarity. Collaborative learning with Strategic Insight - which has focused exclusively on the mutual fund industry for almost 20 years - and its team of 60 associates.


15(c) Analytics: PRISM Review

The PRISM Review assists Boards of Directors in meeting their compliance requirements, including Advisory Contract Renewal, with an insightful array of easy-to-grasp analytics that can be customized to each Board and management company's preferences.

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MutualFundsInsight.com: Perspective and Education

Mutual Funds Insight provides perspective and analysis on the fund industry to keep directors abreast of the leading issues and developments of the day. The website's content is specially focused and continually updated.

Learn more | Visit MutualFundsInsight.com

 
On-Site Presentations

Onsite presentations to Mutual Fund Boards of Directors are led by Avi Nachmany, Executive Vice President, Director of Research and co-founder of Strategic Insight, and a leading consultant to mutual fund boards and management.

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For more information on Strategic Insight's Board of Director Services, or on how to gain access to the MutualFundsInsight website, please contact:

Avi Nachmany
(212) 944-4451
avi@sionline.com

Kevin Shine
(212) 217-6941
kshine@sionline.com

Mutual Funds Insight
Perspectives & Insights


Sample Reports

The Use of 12b-1 Fees Among Funds "Closed" to New Investors

Disclosing Non-Audit Fees under Sarbanes-Oxley

Boards of Smaller Fund Management Companies: Compensation Structure

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