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PRISM Review
On-Site Presentations
 

Interested in learning more? Please contact:

Allana Burke
917-664-3507
aburke@sionline.com

 
 
PRISM  Review: 15(c) Analytics

Supporting management and board of director's compliance and due diligence efforts by combining our data, perspective, and studies results in unmatched insight and analytics, building on Strategic Insight's history of mutual fund industry research.

Services:

  • 15(c) advisory contract renewal services
  • On-demand research on specific fee questions
  • Fee and expense benchmarking
  • Fact-based research studies on related topics.

PRISM 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

  • Customized content for the specific needs of each management company and its board

 

To learn more, please contact: Allana Burke at 917-664-3507.

 
Please provide us with the following information so we may contact you about customizing a sample PRISM Review report for your organization.


Read more about the PRISM Review.



 
 
 
   

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