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Regular surveys of the membership are performed by telephone, online or in written form. Members are assured of anonymity since results are published in aggregate. Recent topics include: asset allocation & reallocation, portfolio returns, risk measures, family office compensation, manager & fund fees. Show preview

A complete archive of all past years’ agendas, survey findings, along with recordings and handouts from previous programs is available online at Memberlink®. Special requests for unusual information are satisfied either by IPI or by other members, whom IPI contacts to introduce to the inquiring member. Show preview