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Focus Groups exist to personally connect members who are interested in a specific topic to one another on a regular basis to share best practices and resources. To learn how to join a focus group, register for calls and access focus group resources, follow this link to access Focus Group Participant InstructionsFocus Groups exist for:

 

Peer discussion group which meets periodically to share tips, tricks, challenges and best practices related to Advent OnDemand.

 Registered Members

Peer discussion group which meets periodically to share tips, tricks, challenges and best practices related to Alternatives/Partner.

 Registered Members

Peer discussion group which meets periodically to share tips, tricks, challenges and best practices related to Advent Portfolio Exchange (APX).

 Registered Members

Peer discussion group which meets periodically to share tips, tricks, challenges and best practices related to management fee billing.

 Registered Members

Peer discussion group which meets periodically to share tips, tricks, challenges and best practices related to Black Diamond.

 Registered Members

Peer discussion group which meets periodically to share tips, tricks, challenges and best practices specific to Canadian users.

 Registered Members

Peer discussion group which meets periodically to share tips, tricks, challenges and best practices related to custodial reconciliation.

 Registered Members

Peer discussion group which meets periodically to share tips, tricks, challenges and best practices related to Cybersecurity.

 Registered Members

Peer discussion group which meets periodically to share tips, tricks, challenges and best practices related to Family Offices.

 Registered Members

Peer discussion group which meets periodically to share tips, tricks, challenges and best practices related to Fixed Income Cost Basis.

 Registered Members

Peer discussion group which meets periodically to share tips, tricks, challenges and best practices related to Fixed Income Cost Basis in Axys.

 Registered Members

Peer discussion group which meets periodically to share tips, tricks, challenges and best practices related to Geneva.

 Registered Members

Peer discussion group which meets periodically to share tips, tricks, challenges and best practices related to compliance with GIPS Performance.

 Registered Members

Peer discussion group which meets periodically to share tips, tricks, challenges and best practices related to human resources and managing people.

 Registered Members

Peer discussion group which meets periodically to share tips, tricks, challenges and best practices related to Reporting.

 Registered Members

Peer discussion group which meets periodically to share tips, tricks, challenges and best practices related to Trading.

 Registered Members

Peer Discussion group which meets periodically to share tips, tricks, challenges and best practices related to UMAs and SMAs.

 Registered Members
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