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Advisor Fund Comparison Tools

Corporate Insight

May 2, 2023
Recorded Online
Webinar

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