Customized Research and Consulting Support Focused on Your Most Important
Practical Perspectives has been helping mutual fund companies, broker dealers, insurance companies and other wealth oriented
organizations resolve key strategic and tactical challenges. Our goal is to deliver market intelligence and practical insights
that support decision making and implementation.
Practical Perspectives combines hands-on market research
and competitive intelligence gathering with consulting support for the asset management industry. We specialize
in qualitative research targeted to your most sensitive constituents, including:
- Financial advisors and brokers
- Distribution partners and gatekeepers
- Retirement plan sponsors
- Key individual and institutional clients
Our more than 25 years experience working with investment
firms makes us well suited to gather insights and learnings from your most important audiences, whether through one on one
interviews or in a group setting. And our understanding of the issues facing asset management providers and distributors enable
us to drill more deeply and generate more perspective for your research efforts and budget.