Alpha Partners LLC

REALITY CHECK
DO YOU SEE YOURSELF THE WAY THE MARKET SEES YOU?

Do the claims made in your company's marketing communications match reality? The purpose of the following anonymous survey is to define the extent to which the reality underlying your company's marketing might be improved. Answer each question, then click "Results" to see how your company scored. (To see the aggregate results to date without taking the survey, click here.)

1. Investment professionals respect and support marketing, sales and client service professionals.
Yes No Sometimes

2. Our key people believe in our investment philosophy and process.
Yes No Sometimes

3. Performance attribution can be used as a proof statement.
Yes No Sometimes

4. Investment philosophy and process are consistently validated by portfolio characteristics.
Yes No Sometimes

5. Our marketing literature does a good job of describing who we really are.
Yes No Sometimes

6. Our company's compensation program for key people supports claims of professional continuity and stability.
Yes No Sometimes

7. We seek to improve client service based on systematic, objective client satisfaction surveys to identify strengths and weaknesses.
Yes No Sometimes

8. We have an objective way to evaluate our own performance in new business presentations. When we win or lose a search, we know why and are able to act on that information to build on strengths and eliminate weaknesses.
Yes No Sometimes

9. When asked to document the investment process step by step using a specific example—from the rationale for purchase to the rationale for sale—our investment professionals are able to do so in a clear, compelling manner.
Yes No Sometimes

10. We have proven our dedication to managed growth via explicitly stated limits on the number of accounts per portfolio manager and/or the amount of assets under management for specific products.
Yes No Sometimes

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Thank you. Now press "results" for a quick analysis of your survey.