Alexander Mandry - Senior Customer Success Manager for Direct, Katja Ballentin - Customer Success Manager for Direct
Great due diligence practices can result in strong, stand-out portfolios as well as greater client acquisition, satisfaction, and retention.
So what goes into great due diligence? In this webinar we’ll cover the trends and best practices of industry leaders. Here are some of the strategies we’ll cover:
• Fund analysis
• Investment comparisons
• Risk assessment
• Competitive analysis
• Global trends and regulations
• Alexander Mandry, Senior Customer Success Manager for Direct, Morningstar, Inc.
• Katja Ballentin, Customer Success Manager for Direct, Morningstar, Inc.