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Advisor Fund Comparison Tools

Corporate Insight

May 2, 2023
Recorded Online

We examine the asset management advisor fund comparison tools from key firms focusing on tool input design, functionality and content. In addition, other discussion areas include the presentation and depth of results rendered by each tool, including any unique data points as well as visual aids and value-added features.

Topics covered include:

  • Third-party funds as comparison options
  • Varied performance and risk data
  • Stress test scenarios
  • Customizable client-ready reports

More Information, How to Register

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