Category Archives: Client Communications

Welcome to Richard L. Cowan, Assette’s new Director of Sales!

We’re thrilled to announce that Richard L. Cowan has joined us as Director of Sales. Rich leads the Assette team in developing new relationships with institutional asset managers throughout North America. His focus is on helping clients improve efficiency, reduce risk, and differentiate their investment process from competitors as they grow their AUM.

About Rich

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GIPS® Year-end Review and Testing Checklist

As year-end approaches, it’s a great time for asset management firms who claim compliance with the Global Investment Performance Standards (GIPS®) to do a thorough review of their GIPS program’s policies and procedures.

Guardian Performance Solutions’ Amy Jones, CIPM, and Arin Stancil, CFA, CIPM, recently co-authored an article for NSCP’s “Currents” that tells you everything you need to do to ensure your firm’s GIPS program and statistics are in compliance ahead of the year-end reporting crunch.

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Welcome Joe Devlin, our new Director of Client Service!

Here at Assette, we’re obsessed with providing the best client service in the industry.  In support of our ongoing commitment to that effort, we’re thrilled to announce that Joseph P. Devlin, CFA, is joining our great team as Director of Client Service. He’ll be responsible for the overall management of all client relationships, and he’ll also be developing more educational content for our Help site to make it even easier for clients to use Assette.

About Joe

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Chasing the You

How to cure your marketing material of “we-we-it-is”

Does your asset management firm suffer from we-we-itis? It’s a dangerous condition that’s epidemic in the institutional management industry. Left untreated, it can sabotage new business efforts, cause lackluster client engagement and, in extreme cases, send their assets fleeing to passive funds. Here are the common symptoms and a proven diagnostic tool to help rid your firm of infected material and prevent recurrence.

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