Albridge has extensive experience working with leading financial organizations supporting diverse business models.

Combining our perspectives on technology trends, compliance issues and practice management developments we have collaborated with industry experts to deliver thought leadership and industry studies to help you navigate critical business issues.

• Client Satisfaction Is Measurable and Can Make a Bottom-Line Difference

  By: Michael McGowan, Vice President, Albridge
  1/9/2012 - One of the most important business planning goals for investment professionals is achieving a measurable increase in customer satisfaction. Learn how client satisfaction drives bottom-line results and steps for achieving higher satisfaction scores, including implementing a client survey.

• The Myths of GIPS®: Money-Weighted Returns for Client Performance Reporting

  By: Trevor Davies, Senior Business Analyst, Albridge
  David Spaulding, President, The Spaulding Group
  9/8/2011 - When measuring performance, results can differ depending on whether money-weighting or time-weighting is used. The time-weighted Global Investment Performance Standards (GIPS) are often viewed as an industry best practice. As a result, GIPS are often applied to all business models. However, money-weighting may actually be the more appropriate way to accurately measure performance.

• Five Ideas for Improving Portfolio Performance

  By: Michael McGowan, Vice President, Albridge
  1/10/2012 - Adjusting or refining an investment professional?s process to take advantage of new tools adds up to more satisfied clients, who feel more in control of their progress toward wealth accumulation goals.

• Rethinking Investment Professional Productivity Through a Client's Eyes

  By: Michael McGowan, Vice President, Strategic Product Management, Albridge
  1/10/2012 - What does productivity mean to your clients? What level of detail, overview or explanation do they need to maximize their hour of quality time with you? To know what they want, you have to ask.

• The Dynamic Evolution of Business Planning for Investment Professionals

  By: Jeff Benfield, Assistant Vice President, Albridge
  1/10/2012 - The typical business planning cycle can take 10 to 20 hours per year—or more. What's the "ROI" for this time commitment? In truth, few investment professionals have an answer.