asset management productivity

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The Changing Role of Asset Management Marketing Highlighted at PAICR

The Changing Role of Asset Management Marketing Highlighted at PAICR

John Riley
Written by John Riley November 19, 2015

At PAICR’s Annual Conference in New York this week, the focal point was the changing nature of the marketing function within asset management firms. From the keynotes to panels to breakout sessions, presenters and attendees all agreed on one thing: the fact that marketing, which for decades operated essentially as a sales support function, has…

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Equipping Client Portfolio Managers for Success

Equipping Client Portfolio Managers for Success

John Riley
Written by John Riley September 17, 2015

A recent FundFire article highlighted the fact that many asset management firms are changing the way the way they structure their institutional sales teams. Citing recent research from Cerulli Associates, the article points out that many firms are not only increasing the headcount of their distribution teams, but also creating new client-facing roles not previously…

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Increasing Asset Managers' Operational Efficiency

Increasing Asset Managers’ Operational Efficiency

Chris Monaco
Written by Chris Monaco September 14, 2017

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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Key to Asset Managers' RIA Success: Control the Message

Key to Asset Managers' RIA Success: Control the Message

John Riley
Written by John Riley July 30, 2015

With sources of new growth harder to come by for asset management firms, many of them are eying the red-hot registered investment advisor (RIA) market. It’s easy to see why RIAs are attracting so much attention – it’s the explosive growth they’ve achieved in recent years. Using the fee-only approach, and buoyed by strong performance…

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SEC Sees Private Funds’ Marketing Activities Creating Risks

SEC Sees Private Funds’ Marketing Activities Creating Risks

John Riley
Written by John Riley October 22, 2015

One of the many changes created by the Dodd-Frank financial reform law was new registration and reporting requirements imposed on private fund advisers. The new rules aimed to give investors greater visibility into these funds to make evaluating them easier. The requirements gave regulators a way to identify firm‑specific risks, and risks these types of…

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Taking Back the Quarter with Content Automation

Taking Back the Quarter with Content Automation

Chris Monaco
Written by Chris Monaco March 22, 2017

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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Asset Management Takeaways from TSAM London 2019

Asset Management Takeaways from TSAM London 2019

Stella Kerkimis
Written by Stella Kerkimis March 6, 2019

Last week, TSAM held its annual summit in London, geared towards educating and connecting the leaders of the Asset Management industry. We enjoyed some uncharacteristically warm weather for February in the UK and left with a great understanding of the industry’s latest trends and strategic imperatives with 500 fellow attendees and sponsors. Following are some…

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Make Your Tablet Work For You With Smarter Presentations

Make Your Tablet Work For You With Smarter Presentations

Daniel Rodriguez
Written by Daniel Rodriguez January 27, 2014

Crafting the ideal presentation today is dramatically simpler than it was just five years ago. The building blocks for creating a flawless presentation have become easier to access and utilize. Devices like the tablet have revolutionized the way that salespeople create and deliver sales presentations. However, there are still some challenges that come with using PowerPoint on a tablet.

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TSAM Boston Theme: Boosting Asset Managers’ Efficiency

TSAM Boston Theme: Boosting Asset Managers’ Efficiency

John Riley
Written by John Riley November 24, 2015

TSAM Boston was the pace to be last week for asset management firms seeking ways to boost their efficiency, and for industry professionals looking to learn from experts and network with their peers. As a Global Platinum sponsor of TSAM, and with major sales and marketing operations located in Boston, Seismic was proud to welcome…

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