Financial Services PortfolioBaird

Fund Manager Community

Creating efficiencies and opportunities to improve portfolio performance.

7Summits created this internal collaboration community for Baird fund managers and executives at participating companies in the fund. The goal is to leverage collaboration to more effectively share information across companies and ultimately improve fund performance.  Participants are sharing best practices and the new community is creating many more touch-points for the financial services company than the offline model did.

At a Glance

Financial Services

Baird partnered with 7Summits to connect managers and executives through out their clients to one another. They have proven that collaboration between community members across a variety of market verticals improves fund performance by synchronizing efforts and sharing information.