Professional Services Perspectives

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Considering the When and the Why of a Corporate Rebrand

Considering the When and the Why of a Corporate Rebrand

Considering the When and the Why of a Corporate Rebrand March 29, 2023 | Abby Salameh | CAIS There are three actions businesses should consider when deciding to rebrand a firm: understand your core stakeholders, study brand perception in the...

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Creating A Powerful Fact Sheet

Creating A Powerful Fact Sheet

Creating A Powerful Fact Sheet February 22, 2023 | Marketing Intent If you’ve seen one fact sheet, you’ve seen them all. Stats are crammed in and there’s no white space....

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Altigo 2022 Year in Review

Altigo 2022 Year in Review January 24, 2023 | Altigo With lingering economic uncertainty continuing to shake up client portfolios, more and more firms are embracing straight-through processing technology—and choosing Altigo to streamline their alts business. In 2022,...

CAIS: Performance Dispersion in Alternative Asset Classes

CAIS: Performance Dispersion in Alternative Asset Classes November 18, 2022 | Andrew Snyder, Linge Sun, & Nicholas Reade | CAIS When an advisor is deciding whether to include an alternative asset class in their client portfolios, they typically compare performance...

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