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White Paper: 5-Step Checklist for Easy Vendor Onboarding for Fund Managers

White Paper: 5-Step Checklist for Easy Vendor Onboarding for Fund Managers

by Ben Miller | Sep 20, 2013 | White Paper

Being able to quickly and safely work with new research vendors is a top priority for many fundamentally-driven fund managers and investment advisors, especially considering today’s competitive and regulatory environment. Using the Consolidated Checklist on Page...
White Paper: The Definitive Guide to Primary Research Compliance

White Paper: The Definitive Guide to Primary Research Compliance

by Ben Miller | Aug 12, 2013 | White Paper

The Definitive Guide to Primary Research Compliance is a step-by-step tutorial on quickly instituting a primary research compliance program that is in-line with current industry best practices. Armed with this guide, hedge funds and investment advisors can compare...

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