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Asset management

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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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9 Mar
2017

Posted by
Chris Monaco

From Asset Management to Account-Based Marketing: An Interview

I recently sat down with Seismic’s Jillian Hughes, manager of account-based marketing for financial services, and took the opportunity to ask a few questions about her background in asset management, the experience of working for a tech company, and the internal and external factors currently affecting firms within the space. After college you worked as…

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2 Feb
2017

Posted by
Chris Monaco

5 Highlights from the DCIO Leadership Summit

Last week fifty-plus managers and executives convened in Boston for the Defined Contribution Investment Only (DCIO) Leadership Summit. The attendees discussed topics like robo platforms, the DOL Fiduciary Rule, passive products and everything in between. Each session provided a thorough analysis of its respective topic, and panelists were quite engaging and open to dialogue with…

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12 Jan
2017

Posted by
Chris Monaco

New Year, Bolder Approaches in Asset Management

Another quarter, and year for that matter, just concluded, so it seems appropriate to look at what asset management firms are currently doing to increase AUM growth, reduce costs, and strengthen ROI. While overall institutional asset managers saw a net positive flow of $19.7B in Q3, turning the tide of 11 consecutive quarters of just…

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29 Dec
2016

Posted by
Chris Monaco

Financial Services in 2016: Blockchain, Fintech, Fiduciary, Oh My

To say 2016 was quite the year for financial services, both positively and negatively, would be an understatement. Advancements in blockchain led to broad-based industry conversations and a few early adoptions of the developing technology. Banks continued to defend against a number of Porter’s Forces, including stubbornly low interest rates and emboldened fintech challengers. And…

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30 Nov
2016

Posted by
Chris Monaco

Can Content Automation End the Quarterly Update Crisis?

With global outflows on the rise and industry consolidation becoming increasingly common, it’s critical for asset management firms to foster productivity in conjunction with improving operational efficiency. Seismic recently surveyed over 100 individuals from 37 asset management firms with the goal of learning not only what makes improving operational efficiency so attractive, but also why…

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