Submitting Data For Portfolio Consideration
Before a company can be considered for inclusion in Bassi Investments’ recommended portfolio, we typically require the following information:
1a. Name of parent organization for which you are submitting data.
1b. Name of specific business unit for which data are being submitted (only applicable if you are unable to submit data for the entire organization).
2. Total formal training expenditures in the most recently-completed calendar or fiscal year. This includes expenditures on the following (more detailed definitions are included below):
(a) wages/salaries of training staff
(b) tuition reimbursement
(c) outside trainers or companies
(d) other direct expenses — administrative, printing, etc.
3. Total (average) number of employees in the organization or unit for which you are submitting data (during the most recently-completed calendar or fiscal year).
This information can be submitted to Bassi Investments by downloading and completing this short Data Submission Form (in PDF format). Alternatively, you can request a printed form be sent or faxed to you by contacting Bassi Investments. Data submitted to Bassi Investments will not be publicly disclosed.