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Asset management

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9 Feb
2017

Posted by
Chris Monaco

The State of Innovation in Financial Services

As we are now deep into Q1 2017, analyst firm Celent recently released the results of a survey on the state of innovation within financial services. The findings, compiled and authored by Mike Fitzgerald, show that while the industry overall has been slow to adopt and promote innovation, firms understand that clients have come to…

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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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3 Nov
2016

Posted by
Chris Monaco

Managing Expectations in an Indefinite Financial Services World, Part 2

Last week Seismic looked at the disparity between what consumers expect from a product or service, the realities of what each can deliver and how the wealth management space isn’t immune from such differences in perspective. Clients and advisors are approaching investing with contrasting strategies and goals, but just how disruptive has this been to…

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27 Oct
2016

Posted by
Chris Monaco

Managing Expectations in an Indefinite Financial Services World

Managing expectations against reality can consume a person, as Marc Webb so poignantly juxtaposed in the adored romantic comedy 500 Days of Summer. Cinematic digression aside, such a balancing act is not only an undeniable component of life, but also a major factor in the hyper-dynamic, multi-faceted world of selling goods and services. Quite often…

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21 Sep
2016

Posted by
Chris Monaco

An Excerpt from Clear Path Analysis’ 2016 Fund Technology & Data Report

Clear Path Analysis just released their “2016 North America Fund Technology & Data Report”, and Seismic, along with major industry firms like Peak Capital, Northern Trust, and AB, contributed a variety of content on the state of technology, regulation, and innovation within the areas of asset and wealth management. Seismic’s VP of Financial Services Craig…

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7 Sep
2016

Posted by
Chris Monaco

Technological Trends in Asset Management: The Growth of Blockchain

The proverbial table for asset management’s evolution has been set for quite a while. Some would say what started with the financial and regulatory effects of the Great Recession has now bubbled to the surface, manifesting itself in the form of high overhead, lower AUM and, subsequently, fewer managers. Regarding actively managed assets, the US-based…

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11 Aug
2016

Posted by
Chris Monaco

An Ode to My First Seismic Activity

Every August the entire Seismic family descends upon one of its two major operational hubs, Boston or San Diego, for a week of presentations, workshops, and breakout sessions. We even find time to watch a baseball game or hit the horse track. The name of the event is Seismic Activity, and this year, my first,…

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