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Monthly performance report
Fifteen client-ready pages covering the July leaderboard, category breadth, three-month momentum, launch watchlist, methodology, and investor diligence questions.
Inside the partner desk
The July report sits alongside the rest of your white-labeled content and practice tools.
Monthly SIF performance PDFs, client notes, and follow-up material with partner branding.
Product explainers and meeting-ready decks for current and upcoming SIF launches.
One-month, three-month, since-inception, peer rank, and category-level analysis.
SIF 101, allocation playbooks, PMS/AIF comparison material, and client education assets.
Alpha Shield, risk pointers, selection framework, and distributor diligence tools.
Empanelment guides, onboarding checklists, prospect links, and brand settings in one desk.