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Board Services

PRISM Review
On-Site Presentations

Onsite Presentations

On-site 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. 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 can be in any of the broad range of areas of the mutual fund industry that Strategic Insight monitors, including marketplace trends and projections, where we might discuss recent developments, fund distribution and retention strategies, new fund development, fee considerations, alternative investments, and more.

Issues that have been presented to fund management and boards of directors recently are exemplified in the linked PowerPoint presentations below:

Presentations are tailored to your interests, combining general industry trends with special topics specified in prior consultation with the client.

For more information on Strategic Insight's Board of Director Services, or on how to gain access to the schedule an on-site presentation for your firm, please contact:

Avi Nachmany
E.V.P., Research Director
(212) 944-4451




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