Asset Management       

Mercer Consulting has provided a top 10 list of investment trends for 2010. Within these top 10 predictions, there are some valuable points that will help an investment manager with product development and marketing themes to be successful in the coming year.

 Asset Management       

Target date fund offerings and the underlying asset allocation methodology is being changed by a number of large investment managers and financial asset managers.

 Asset Management       

If you are an Investment Manager or Financial Asset Manager who has a large Institutional Sales business, 2010 is likely to be a continued challenge based on a recent survey.

 Asset Management       

You have to be creative, think “outside the box”,  think “soft” when it comes to a lot of success metrics and KPIs for social media. This particularly applies for investment managers and financial asset managers active in Social Media.

 Asset Management       

As an advisor at an investment management or advisory firm, your job is to secure new clients, enhance communication with current clients, and promote your firm. What better way to accomplish all of the above with very little marketing budget than with Social Media tools like Twitter and LinkedIn. If …

 Asset Management       

In case you haven’t seen it, T. Rowe Price Group Inc. hired Think Again Media to produce a behind the scenes film covering their research process and culture.

 Asset Management       

On Friday, the first ETF consisting solely of Closed-End Funds started trading. It is the “PowerShares CEF Income Composite Portfolio” (PCEF),  managed by Invesco PowerShares and is based on the S-Network Composite Closed-End Fund Index. Is this a good opportunity for the largest investment managers to support and market their …

 Asset Management       

There is lots of buzz in the investment management industry and advisory business right now about using social media to communicate with clients and prospects. However, I think there are some more fundamental changes that social media will force on the investment management industry and processes.

 Asset Management       

While syndication of videos is rampant via websites like YouTube, it is questionable if that is the most appropriate platform for investment managers who worry about brand reputation and attracting the right, qualified audience. Well, now there is a new platform for broadcasting research, market commentary, trade ideas and conferences …

 Asset Management       

After releasing their regulatory notice 10-06, FINRA conducted a webinar including interactive Q&A session on February 3, 2010 to expound on and hopefully clarify their guidance on the use of blogs and social networking sites for communications sponsored by a financial services firm or a registered representative.
Read on to see …