Asset Management       

According to a report on Q4 2011 asset flows by eVestment Alliance, most product categories suffered from outflows. So which 4 asset classes showed an increase in client investments and which investment managers are likely to benefit?
Turning Positive:
After suffering from outflows of $4.2B in Q3 2012, High Yield Bonds were …

 Asset Management       

The Tiburon CEO Summit XXI was held in October 2011 and provided the opportunity to hear about the top  fundamentally important trends effecting the financial services industry. These insightful comments are quite useful as they are based on experience of Tiburon Strategic Advisors whose focus is on strategy consulting and …

 Asset Management       

Through the first five months of 2011 (Jan-May), Hedge Funds brought in $75B, the heaviest inflow since 2007, despite  lackluster performance.

 Industry News       

The Investment Company Institutute (‘ICI’) released weekly domestic US mutual fund flow figures through August 3, 2011 and it is not a pretty picture.

 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.

 Industry News       

To date, actively managed ETFs are a very small portion of the overall U.S. listed ETF marketplace, making up only about 1% of assets. In fact, active ETFs in the fixed-income and currency categories are the only such offerings with any sort of commercial success, but that could soon be …

 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       

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       

What will it take to have an exceptional asset management business in 2011? A consensus on 4 “must-have” capabilities has emerged as well as the likely winners.
Introduction:
Within the first few weeks of 2011, there is an emerging consensus on the asset managers that are likely to have the strongest …

 Asset Management       

Can introducing a blistering pace of ETFs and allowing clients to trade them at no cost be anything other than a zero-sum game? This could be the case for one integrated asset management firm.