Resources

The below referenced resources provide a starting point for investment management organizations seeking to expand their industry knowledge and reach. It is not intended to provide an exhaustive list of all available resources. Some organizations may provide more than one service. Resources listed are provided in alphabetical order.  

  • PERFORMANCE DATABASES (Product Applicability Will Vary.)
    • Albourne
    • Callan
    • Cambridge
    • DeMarche
    • eQuest
    • eVestment
    • FIS
    • Hedge Fund Research/HFR
    • Investment Metrics
    • LCG
    • Lipper
    • Mercer
    • Morningstar
    • Pavilion
    • PSN Informa
    • Wilshire
  • MARKETING DATABASES
    • Discovery Data
    • FIN Searches
    • Financial Media Group
    • Preqin
    • RIA Database
    • Standard and Poor’s Money Market Directories
  • CONTACT MANAGEMENT SOLUTIONS
    • Act! Premium
    • C2CRM
    • GoldMine
    • Maximizer CRM
    • NetSuite
    • Salesforce
    • Sage CRM
  • ORGANIZATIONS & ASSOCIATIONS
    • 3PM
    • 100 Women in Finance
    • AICPA
    • AIMSE
    • CAIA
    • CFA Institute
    • Family Office Club
    • FCLT Global
    • ICI
    • IMA
    • IMCA
    • NAPFA
    • NAAIM
    • PAICR
  • DATABASE MANAGEMENT PARTNERS
    • DG Analytics
    • IMSS
    • Jackson Analytics
  • WEBSITE DESIGNERS
    • BaselineGroupNY
    • BKJ Productions
    • DQ Communications
    • Twenty Over Ten
  • INDUSTRY CONFERENCES
    • Family Office Exchange
    • Family Office Network
    • Morningstar
    • Opal Group
    • RG+ Associates
    • Schwab IMPACT
    • SkyBridge Alternatives (SALT)
    • TD Ameritrade
    • Wealth investment Exchange
  • PRESS & PUBLICATIONS
    • Barron’s
    • Bloomberg Businessweek
    • Chief Investment Officer (CIO)
    • Emerging Manager Monthly
    • FA Magazine
    • FIN Daily
    • Financial Times
    • FundFire
    • Institutional Investor
    • Investment Advisor
    • InvestmentNews
    • Investor’s Business Daily
    • Mauldin
    • Nonprofit News
    • OnWallStreet
    • Pageant Media
    • Pensions & Investments
    • PlanAdviser
    • PlanSponsor
    • The Economist
  • PUBLIC RELATIONS
    • Gregory FCA
    • Interdependence
    • JConnelly, Inc.
    • MacMillan
  • FEDERAL REGULATION
  • REGULATORY COMPLIANCE & GIPS VERIFICATION
    • ACA Compliance Group
    • Alpha Performance Verifications
    • Monahan & Roth, LLC
    • National Regulatory Services
  • BOOKS
    • Allen, James. As a Man Thinketh. New York: Peter Pauper Press, 1960.
    • Brooks, David. The Road to Character. New York: Random House, 2015.
    • Dalio, Ray. Principles. New York: Simon & Schuster, 2017.
    • Edwards-Pitt, Coventry. Aged Healthy, Wealthy & Wise. Massachusetts: Coventry Edwards-Pitt, 2017.
    • Edwards-Pitt, Coventry. Raised Healthy, Wealthy & Wise. Massachusetts: Coventry Edwards-Pitt, 2014.
    • Duhigg, Charles. The Power Of Habit: Why We Do What We Do in Life and Business. New York: Random House, 2012.
    • Gerber, Michael E. The E-Myth Revisited: Why Most Small Businesses Don’t Work and What to Do About It. New York: HarperBusiness, 1995.
    • Gladwell, Malcolm. Outliers: The Story of Success. New York: Little, Brown and Company, 2008.
    • Gladwell, Malcolm. The Tipping Point. New York: Little, Brown and Company, 2000.
    • Grove, Andrew S. Only the Paranoid Survive: How to Exploit the Crisis Points That Challenge Every Company and Career. New York: Currency Doubleday, 1996.
    • Jones, Meredith. Women of The Street. New York: Palgrave Macmillan US, 2015.
    • Keller, Gary. Papasan, Jay. The ONE Thing: The Surprisingly Simple Truth Behind Extraordinary Results. Texas: Bard Press, 2013.
    • Kim, W. Chan. Mauborgne, Renee. Blue Ocean Strategy: How To Create Uncontested Market Space And Make The Competition Irrelevant. Massachusetts: Harvard Business School Press, 2005.
    • Pink, Daniel H. Drive: The Surprising Truth About What Motivates Us. New York: Riverhead Books, 2009.
    • Sandberg, Sheryl. Lean In: Women, Work and the Will to Lead. New York: Alfred A. Knopf, 2013.
    • Stack, Jack. Burlingham, Bo. The Great Game of Business. New York: Doubleday, 1994.
    • Sun-tzu. Griffith, Samuel B. The Art of War. Oxford: Clarendon Press, 1964.
    • Wiseman, Liz. McKeown, Greg. Multipliers: How the Best Leaders Make Everyone Smarter. New York: HarperBusiness, 2010.
    • Zander, Rosamund Stone. Zander, Benjamin. The Art of Possibility. Massachusetts: Harvard Business School Press, 2000.