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White Papers

We are committed to publishing our latest thinking about the investment industry and insights into our philosophy.

Inside a Successful Management Firm:
Building a Premier Marketing, Sales and Client Relations Organization
Paper 1: Building a Premier Marketing, Sales and Client Relations Organization, October 2009, Vol. 1, Issue 2
Paper 2: Define Capabilities and Offerings, and Develop Marketing Strategy, March 2010, Vol. 2, Issue 1
Paper 3: Determine Product and Distribution Model, and Build Marketing, Sales and Client Relations Organization, November 2010, Vol. 2, Issue 2

Tackling Investment Firm Challenges:
Successful Execution of Strategies and Plans
March 2009, Vol. 1, Issue 1