Perspective – Marketing wealth management services to women

Post Thumbnail of Perspective - Marketing wealth management services to women
 Asset Management       

Based on a research report from JP Morgan Asset management conducted on a sampling of the UK high net worth population, we uncover the 6 main themes that emerge if a wealth and investment manager wishes to effectively reach women in their marketing efforts.

31 March 2010  2 comments

Inflation hedges – Packaged Solutions through Fund of Funds

Post Thumbnail of Inflation hedges - Packaged Solutions through Fund of Funds
 Asset Management       

Several investment managers have recently introduced packaged solutions aimed at providing an inflation hedged holistic solution. “Everyone right now seems to be wildly concerned about inflation, given the debt issues in the United States,” said Eric Jacobson, director of fixed-income research at Morningstar.

What is the value proposition?

Post Thumbnail of What is the value proposition?
 Asset Management       

Client value proposition? Competitive advantage?  These are all questions worth asking if starting a new asset management firm. In this article we take a look at a recent announcement of Stifel, Nicolaus & Co.

Changes to target date funds – Investment News

Post Thumbnail of Changes to target date funds - Investment News
 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.

1 March 2010  3 comments

Incumbent Investment Managers – Be Very Afraid

Post Thumbnail of Incumbent Investment Managers - Be Very Afraid
 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.

26 February 2010  2 comments
 Page 2 of 2 « 1  2 
CrossBlock designed by DeltaManual.Com  |  In conjunction with Web Hosting   |   Web Hosting   |   Reverse phone