Commentary: Investment Management Survival Tips in the COVID-19 Environment

Historically, investment advisers have viewed business continuity plans as emergency planning for short-term disruptions. However, recent events demonstrate the need for implementing robust playbooks that also address longer-term business interruptions like the disruption associated with COVID-19.

In the current environment, investment advisers should take into account the high-level considerations discussed below as they address in real time the disruptions caused by COVID-19.