Blog Category Archive

Asset management

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14 Sep
2017

Posted by
Chris Monaco

Increasing Asset Managers’ Operational Efficiency

Asset managers are under the gun to adjust their operational models and expand margins in the face of prevailing headwinds. This isn’t some 2016 narrative; it’s language adapted from a FundFire article published today. In the piece, a survey commissioned by State Street and conducted by Longitude Research cites that 66 percent of institutional investors…

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31 Aug
2017

Posted by
Chris Monaco

Why Financial Services Firms Should Attend Seismic Shift

On October 2 hundreds of Seismic customers will converge on downtown San Diego for Seismic Shift, the annual three-day conference for platform best practices, new product announcements, and networking. But you already knew that, and you want to go, but first, you have to sell the dream. We get it, which is why the following…

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17 Aug
2017

Posted by
Chris Monaco

Streamlining Asset Managers’ RFP Process

In an interview with FundFire last year, Amanda Tepper, president of AM 20/20, a consultancy, said of RFP responses, “You really need to be paying attention to what you are doing. The more rote you are, the more likely you are to make a mistake and to have wasted a lot of time. Quality matters…

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3 Aug
2017

Posted by
Chris Monaco

Asset Management News and Trends Trivia

It’s August. The oft-celebrated dog days of summer are in full swing, so let’s be honest with ourselves. Most folks are on vacation doing absolutely nothing productive, and those who are actually in the office, presumably reading this post, probably aren’t doing a whole lot either. No. That’s unfair. They are, but not really. Hey,…

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20 Jul
2017

Posted by
Chris Monaco

Asset Managers: Reducing Risk with Smart Data

Risk: An innate characteristic of asset management that all firms must measure and mitigate. How this occurs and to what extent it can occur is a topic of interminable discussion among managers, analysts, and regulators alike, particularly since 2008. For example, the SEC’s amendments to rule 204-2 and Form ADV, among others, aim to provide…

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29 Jun
2017

Posted by
Chris Monaco

Women in Finance and the Changes We Want to See

Today marks the start of a new monthly series for this blog, one that focuses on the topics and people advocating for and propelling the advancement of women in finance. Seismic’s Jillian Hughes will be our immersion journalist, relaying her insights, experiences, and discoveries from each panel, dinner, seminar, or cocktail hour related to women…

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25 May
2017

Posted by
Chris Monaco

Dangerously Elusive Growth in Asset Management

As promised several weeks ago, this post will look at a recent joint report from Oliver Wyman and Morgan Stanley. The report, an analysis of the past, present, and future factors impacting wholesale banks and asset managers’ revenue, includes a survey of senior executives from the latter industry with $15T in assets under management. The…

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11 May
2017

Posted by
Chris Monaco

Content and Communications Technologies in Financial Services: A Webinar

Last week MFEA hosted a webinar featuring Craig Dunham, VP of financial services at Seismic, and Ray Lewis, Global Marketing Communications Manager at Brandes Investment Partners, L.P. The session is entitled “Increasing Marketing’s Efficiency and Effectiveness with Content and Communications Technologies” and its recording is available to MFEA members and non-members. The presentation’s arc consisted…

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4 May
2017

Posted by
Chris Monaco

Trends in Asset Management: Interminable Consolidation

In an interview with FundFire in February, Dan Fuss, vice chairman and portfolio manager at Loomis Sayles, talked about the continued transformation of asset management, detailing what he saw as the fourth industry change during his lifetime: I doubt if wages are going to be going up in the asset management business. I really do….

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6 Apr
2017

Posted by
Chris Monaco

3 Highlights from Celent’s Innovation & Insight Day

This past Tuesday over three dozen wealth and asset management professionals gathered in Boston to hear from a team of Celent analysts on topics like artificial intelligence, robo-advisors, behavioral traits of Millennials, and the most pressing challenges facing firms today. The symposium’s format consisted of a mix of presentations and panels, with a robust Q&A…

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