1. Client Wealth Management Data Funnel Advent®
How We Manage and Use Information -
Bessemer Trust Goldman Sachs Northern Trust Wells Fargo
BNY Mellon Haverford PIMCO Wilmington Trust
Credit Suisse JP Morgan Sanford Bernstein Gov’t Statistics
Deutsche Bank Merrill Lynch US Trust Shadow Gov’t Statistics
Glenmede Morgan Stanley Vanguard Misc. Data Sources
Data Assembly and Lenses
*Economic Indicators *Advent® Performance * Geopolitics
*Benchmarks *Risk Quantification
*Bloomberg *MorningstarTM * HOLTTM
Data Delivery
*Policy Formulation
*Strategic Asset Allocation
*Tactal Tilts
*Segregated & Consolidated Review
Data Usage
*Policy Compliance
*Tax Planning
*Estate Planning
*Cash Flow Management
Policy Evaluation
Legal Compliance
Oversight
Decisions
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