Business owners have many reasons to create new policies and procedures. A business should have both an employee handbook and operations handbook written and acknowledged by all employees. These books ...

It may seem as if a memo – which is short for 'memorandum' – is a document you can dash off quickly without giving it too much thought. But while memos are by nature brief (no more than two pages), ...

Despite being nearly omnipresent in the daily life of allocators and asset managers alike, the investment memo rarely gets its time in the sun. Indeed, as investment software and data provider Addepar ...