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Ben Vivari

In the world of RFPs and DDQs, DEI (diversity, equity, and inclusion) and ESG (environmental, social, and governance) questions are becoming commonplace. More than commonplace actually – they are becoming demanding. Institutional investors need to be ready to answer questions about your diversity and your commitment to responsible investing. And so they are asking more frequent and more detailed questions about ESG and diversity. But answering those questions…
Communication is trust, and communicating during a time of crisis is a great test of trust. One way to ensure you succeed is to be open about who you are as a company — to reveal your motivations and reflect your company’s persona. In this edition of Versus, we…
“Unprecedented.” It’s a word we keep hearing. But I think it’s a fitting word to describe current circumstances, don’t you? I’d bet it’s the first time any of us have had to think about how to talk with investors during a pandemic.  The pandemic has certainly challenged all of us to…
Downturns are stressful for everyone: investment companies, advisors and investors. What should you say in a down market – and how should you say it? We surveyed different kinds of firms and uncovered the Do’s & Don’ts for communicating when times are tough. We’ve even put together a template…
During our Fall 2019 client summit, we kicked off the conversation with a big question: Is there a good way to deliver bad news? As we expected, attendees had lots to say on the topic. From timing of delivery to deciding whether to take a reactive or proactive approach,…
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