Proposing an Institutional Business Working Group

This is a great initiative and critical to success of Index Coop. I would like to echo your last post regarding Institutional Sales Strategy. DPI Institutional Sales Strategy

You listed Next Steps:

  1. Revamp DPI sales material
  2. Identify initial contacts for preliminary discussions.
  3. Incorporate feedback into improving the institutional sales framework.
  4. Launch sales effort.

Are these steps still in play for this Working Group?