Blog Category Archive

Asset management

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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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30 Mar
2017

Posted by
Chris Monaco

Three Keys to a Coherent, Consistent Corporate Narrative

Regardless of which space a financial services firm occupies—banking, asset or wealth management—creating, maintaining and disseminating an effective corporate narrative is critical to conveying a coherent, differentiating message to the market—especially one in the midst of a massive transformation—and delivering a consistent level of value and service via the statement’s users—a firm’s employees. The CEB…

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22 Mar
2017

Posted by
Chris Monaco

Taking Back the Quarter with Content Automation

Seismic recently surveyed asset managers to better understand their strategic priorities for 2017, how they harness or plan to harness the value of content automation, and life with and without access to technologies that streamline processes and personalize client experiences. While the survey’s complete findings won’t be officially released for a couple of weeks, the…

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