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       

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 …

 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?

 Asset Management       

The Scene: a conversation at a large investment manager
The Actors:

You – The Retail Marketing Strategist
Me – The Marketing Managing Director

 Industry News       

Many financial advisors who are independent or work for small to mid-size wealth managers do not have the luxury of an in-house marketing, research and writing staff. Now, advisors facing this situation are going to get assistance running a successful marketing and communication plan.

 Asset Management       

In a recent article, the highlights of Vanguard’s Twitter launch efforts were highlighted. Today, we find out more what it takes to build out a successful Twitter team.

 Asset Management       

Maintaining compliance with regulatory requirements is one of the major obstacles that Investment Managers, Brokers and Financial Advisors are facing before jumping into social media. If you haven’t heard your Legal & Compliance department say they don’t have the people necessary to monitor all of the firm’s social media, then …

 Industry News       

The Securities and Exchange Commission voted 5-0 on June 16, 2010 to subject target date fund offerings to new disclosure requirements, aiming to improve the product transparency and knowledge of individual investors. Let’s look at the disclosure highlights as well as additional media and industry coverage.

 Asset Management       

Data recently collected by the Pew Research Center in January 2010 shows strong Twitter usage by the Millennial generation (ages 18 – 29). As an investment manager, this is all the more reason to be clear what goals and audience you should have in mind when using Twitter.

 Asset Management       

It comes as no surprise that much of the investment management industry continues to be perceived negatively by the general public, whether due to perceptions on executive pay or investment returns. However, investment managers, particularly those who are independent and free from conflicts of interest, such as proprietary trading, can …