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Compensation Questionnaire

• “Compensation is our most valuable client giveback

• Please read off the list of job functions for the client to choose from

• If the client chooses “Other”, please probe for his/her job function. It is very important that you ask for job
function rather than job title (i.e. Head Trader vs. Managing Director).

• Even if client is unwilling to provide salary/bonus information, be sure to collect as much of the other

data as possible all of the data is valuable

• A great follow up tactic is to send the questionnaire in excel so the buy side client can respond in private

• Please do not paraphrase data only as good as what we collect

Greenwich Associates
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