Asset Management       

A review of 13-f filings by Goldman Sachs has provided interesting details into how hedge funds utilize ETFs. Current hedge fund usage of ETFs differs from that of both individual as well as institutional investors.

 Asset Management       

Seeking to earn strong rates of return in market environment that is characterized by frequent bouts of risk aversion and turbulent price action can be challenging. So it is interesting to take a look at the planned investment allocations of US Institutional Investors to determine where the “smart money” is …

 Asset Management       

During 2010, according to Strategic Insight, net sales of mutual funds (excluding ETFs) were minus $270.6B in the United States, while net sales of ETFs domiciled in the United States were positive $110.4B. So which ETF providers continue to dominate the US marketplace and which ETF providers are capturing the …

 Asset Management       

Wealth managers and financial advisors know that to be successful, they have to understand the needs of their clients. However, what they think they know about their clients may just be holding them back.

 Asset Management       

In a recent, March 2011, poll conducted by SEI investments, investment managers felt overwhelmingly optimistic (88%) about their prospects but also have decided to make certain strategic investment as a means to capture further assets and addresses areas of risk.

 Asset Management       

Nearly 600 senior-level institutional investment professionals ranked 10 aspects of their client experience for Cogent’s inaugural study on brand loyalty entitled, “Institutional Investor Brandscape™”. The results show that levels of assets under management do not equate to brand loyalty.

 Asset Management       

MFS Investment Management recently conducted a survey showing that Investment Managers need to focus on the needs of investors in their 30′s and 40′s, as a demographic ripe for a new approach.

 Asset Management       

The U.S. ETF industry is at a “crossroads,” and has seen an increasing number of Institutional clients use ETFs in the last year, according to a 2010 study by Greenwich Associates.

 Asset Management       

Tim Clift from Fundquest recently contributed an interesting viewpoint on where actively managed ETFs stand in the marketplace. This article is courtesy of OnWallStreet.

 Asset Management       

As more and more time is spent by investors on their mobile phones, the proliferation of 2D codes, associated frequently with ‘QR’ Codes, short for Quick Response Codes, are also catching on with an increasing number of investment management firms.
Get started here for a round up of firms using the …