Grid Decision Policies

No Vendor Funding Policy
To promote objectivity and ensure our clients trust the results, we enforce a no vendor funding policy at Grid Decision. Below are the details and exceptions related to this policy:

  • Definitions:
    • Participating Vendor: a vendor participating in a Grid Decision leaderboard in the past quarter, current quarter, or next quarter
    • Consulting Partners: a consulting firm that facilitates a Custom Grid engagement with their client
  • Grid Decision vendor participation:
    • Grid Decision does not charge vendors to participate in the quarterly leaderboards, Market Grids, or Custom Grids
  • Grid Decision online products:
    • Participating Vendors may purchase a Market Grid or other online products available to the public on griddecision.com (in this scenario, they are acting as a customer and we have no way to differentiate a vendor from a customer making an online purchase)
  • Events or meetings hosted by a Participating Vendor:
    • If a Participating Vendor invites Grid Decision to attend an event or meeting they host, Grid Decision will allow them to cover related expenses (transportation, lodging, meals) and/or waive any registration fees associated with the event/meeting
    • Grid Decision will not accept any compensation from a Participating Vendor for attending or presenting at an event/meeting they are hosting except the previously mentioned expenses/costs
  • Events or meetings hosted by Grid Decision:
    • Participating Vendors will only be charged attendance fees that are charged to all attendees
    • Participating Vendors will not be allowed to sponsor a Grid Decision event
  • Grid Decision Consulting Partners:
    • Consulting Partners can only provide a client-specific weighting model. Therefore, they have no ability to influence a Participating Vendor's results. Given this, Consulting Partners are excluded from Grid Decision's No Vendor Funding Policy
    • The only exception is Peak Portfolio LLC. Since it is owned by the same parent company as Grid Decision LLC, Peak Portfolio LLC will enforce Grid Decision's No Vendor Funding Policy with Participating Vendors

No Vendor Investments Policy
To promote objectivity and ensure our clients trust the results, we enforce a no vendor investments policy at Grid Decision. Below are the details and exceptions related to this policy:

  • Definitions:
    • Participating Vendor: a vendor participating in a Grid Decision leaderboard in the past quarter, current quarter, or next quarter
  • Grid Decision Officers and Employees:
    • Officers and employees will not directly purchase or sell a Participating Vendor's stock while they are a Participating Vendor with Grid Decision. This does not include funds (ex: mutual funds, index funds, ETFs) that may own shares in a Participating Vendor
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