SALI

SALI Fund Services uses Communities built on DXM + Studio, as well as Documents (factsheets) and Data. We are also in the process of building out an Efficient Frontier Model Portfolio Optimizer using our Statistics API. SALI provides a turn-key solution for the creation and administration of Insurance Dedicated Funds (IDFs). SALI is located in Austin, Texas.

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Sales Training

ESG: Latest McKinsey Report

Herewith another great piece of market content from Mckinsey on ESG. https://www.mckinsey.com/business-functions/sustainability/our-insights/the-esg-premium-new-perspectives-on-value-and-performance The focus on ESG – In a new McKinsey & Company survey, executives

Julie Watts July 8, 2020
Sales Training

Pre-Sales Process

The process for requesting work by the Pre-Sales team is below: Once you’ve identified what needs to be done, please email Julie and Kevin and

Julie Watts July 8, 2020