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
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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.
8 March 2010
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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.
5 March 2010
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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
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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
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