ETFs aren’t just for Retail Investors anymore

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 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.

Are actively managed ETFs ready to grow?

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 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.

Round up of Investment Management Firms using QR Codes and mobi tags

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 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 …

Dealing with the challenges of iPad Usage by Financial Advisors

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 Asset Management       

Financial advisors have quickly adopted iPads and other tablets in order to provide the best customer service and experience, which in turn will maximize efficiency and profits. However, this rapid adoption of tablet-based devices has stretched IT organizations and introduced a number of challenges.

Financial Services marketers have it all wrong

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 Asset Management       

Why ROI? What’s the big deal about social media ROI and why do financial services marketers have it all wrong?

18 March 2011  8 comments

Could market’s panic selling improve investment manager performance?

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 Asset Management       

While the major stock indices are under considerable selling pressure world-wide, will this period of panicked selling actually help investment managers with the performance of their portfolios?

Investment Managers to face pressure throughout 2011

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 Asset Management       

As most investment manager’s performance and stock price is tried strongly to the trends in the overall equity and fixed income markets, it is my believe that the remaining months of 2011 and into 2012 are likely to be quite rocky and could signal a an important turning point in …

Stepping up scrutiny of Social Media

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 Asset Management       

The SEC has followed the footsteps of FINRA’s 10-06 guidelines on social media by now asking some investment advisory firms for information regarding social media.

15 February 2011  2 comments

How the world’s largest investment manager is going social

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 Asset Management       

Organization size and complexity are not issues that have stopped BlackRock, the world’s largest investment manager, from changing how they communicate both internally as well as externally through the use of social technologies.

11 February 2011  2 comments

State of Sovereign Wealth Funds and the impacts on Investment Managers

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 Asset Management       

Sovereign wealth funds have evolved over the last two years and are now applying their lessons learned. Changes to asset allocations, investment decision processes and market volatility are front and center.

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