Data Analysis
A collection of 5 posts
"Data Analysis" Stories
Role of Regulatory Filings in Investment Decisions
Monitoring Form ADVs can be cumbersome and painful, but it doesn't have to be when technology comes into play. We lay down the pros & cons, use cases, and how we can help you alleviate the pain - tested and proven by industry experts....
Why invest in a DDP when you have survey options?
SurveyMonkey, Microsoft Forms, Qualtrics, and Google Forms are familiar for collecting data and surveys, but the DDP is a better solution for the investment management industry...
What Public Data Tells Us About Private Market Funds
In the midst of the coronavirus, even with filing extensions allowed, this is the season when investment advisors who do business in the US must file...
Data Disintermediation: The Gift that Keeps on Giving!
The investment management industry runs on data. Organizations build their businesses around carefully constructed, disciplined processes of collecting and analyzing information that are designed to give...
Is There Success In Your Name?
If you recall, we blogged about how we named ourselves. Your firm’s name is a representation of who you are, reflecting your unconscious biases, influenced...
