• Over 20 different research resources to establish a more efficient way for your assistant to do his/her job
• Over 25 publications to assist in research projects and/or day to day knowledge of current global events
• Organizational skills that will enhance overall work flow and increase productivity
• Research tracking tools for specific criteria that can aid in certain projects  i.e.:  share repurchasing; executive changes
• Easier and more effective methods of handling business travel and out of pocket expenses    
• Targeted training specifically tailored to a fund’s individual needs and criteria based on information provided during our initial consultation

          How it Works

•  We will travel to your office for the training and the length of the training will vary on a fund by fund basis.
• We provide an ongoing service to address any follow up questions via telephone as needed by you and/or your assistant.
• Efficiency metrics will be identified, tracked and utilized to train your assistant to be more efficient, effective, productive and proactive.