Cohasset Associates Report

MinIO Object Storage: SEC 17a-4(f), FINRA 4511(c) and CFTC 1.31(c)-(d) Compliance Assessment

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About Cohasset Associates, Inc.

Cohasset Associates, Inc. ( is recognized as a leading professional consulting firm, specializing in records management and information governance. Drawing on more than forty years of experience, Cohasset provides its clients with innovative advice on managing their electronic information as the digital age creates operational paradigms, complex technical challenges and unprecedented legal issues.

Cohasset provides award-winning professional services in four areas: management consulting, education, thought-leadership and legal research.

Management Consulting: Cohasset strategizes with its multi-national and domestic clients, engaging in implementation activities to promote interdisciplinary information governance, achieve business objectives, optimize information value, improve compliance, and mitigate information-related risk.

Cohasset has been described as the only management consulting firm in its field with its feet in the trenches and its eye on the horizon. This fusion of practical experience and vision, combined with a commitment to excellence, results in Cohasset’s extraordinary record of accomplishments.

Education: Cohasset is distinguished through its delivery of exceptional and timely education and training on records and information lifecycle management and information governance.

Thought-leadership: Cohasset regularly publishes thought-leadership white papers and surveys to promote the continuous improvement of information lifecycle management practices.

Legal Research: Cohasset is nationally respected for its direction on information governance legal issues – from retention schedules to compliance with the regulatory requirements associated with the use of electronic or digital storage media.

For domestic and international clients, Cohasset:

  • Formulates information governance implementation strategies
  • Develops policies and standards for records management and information governance
  • Creates clear and streamlined retention schedules
  • Prepares training and communications for executives, the RIM network and all employees
  • Leverages content analytics to improve lifecycle controls for large volumes of eligible information, enabling clients to classify information, separate high-value information and delete what has expired
  • Designs and assists with the implementation of information lifecycle practices that avoid the cost and risk associated with over-retention
  • Defines technical and functional requirements and assists with the deployment of enterprise content management and collaboration tools

©2020 Cohasset Associates, Inc.

This Assessment Report and the information contained in it are copyrighted and are the sole property of Cohasset Associates, Inc. Selective references to the information and text of this Assessment Report are welcome, provided such references have appropriate attributions and citations. Permission is granted for in-office reproduction so long as the contents are not edited and the look and feel of the reproduction is retained.

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