Sondent’s associates have decades of experience in the financial services industry, specializing in the analysis of Fund, Pension, Wealth and Insurance products, utilizing an array of analytical tools and public data sources.
Case study: Our team has provided numerous one-off and on-going analysis for Investment Company Boards of Directors to undertake the critical reviews and governance necessary under legislation such as SEC rule 15C; these analyses have included assessment of fees (including break-point analysis), fund and manager profitability reviews, and peer group/performance ranking.