bill wright

 

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Personalization is the Key to Winning Emerging Investor Loyalty

Performance has traditionally been the key to attracting and retaining investors. But forward-thinking managers are realizing that returns alone will be inadequate in securing emerging investor loyalty over the long haul. This generation has their own set of preferences, beliefs and habits that will likely require a shift in the investment management value proposition.

The Adaptive Investment Manager

Investment managers can stay ahead of evolving investor desires and thrive in the new investment management economy. This requires an increasingly adaptive approach to market opportunities. Adaptive managers, in our experience, share these characteristics: Flexibility, Scalability, Focus, Speed, and Vision.

A New “Operations Bill of Rights”

Six core principles that provide a strong foundation for outsourcing operations.

 
 

As seen in Ignites: Tips for Middle-Office Managers Navigating Big Data

Investment management professionals are faced with data that didn’t exist a decade ago. The data contains information critical to managers’ business — information about individual securities, trades, company mandates and client communication. This information plays a role in functions ranging from billing to reporting and client acquisition to financial reconciliation. However, in trying to manage data, many firms find themselves perennially playing catch-up.