When was the last time you reviewed your growth strategy? How about your sales retention efforts, marketing technology, or investment story? No time like now to review and improve.
9 Steps to Develop Your Strategic Plan
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Defining, Empowering and Rewarding Change in Your Organization
As a boutique asset manager, you can transform your sales and marketing culture from the top down. First, though, you must create a strong business case backed by research.
Are You “Bearly” Prepared?
At some point, the bad times will return. Some asset managers will find new revenue opportunities when they arrive, while others must go into survival mode. The intelligent firms will start preparing now.
Ready? Set? Go to an Industry Conference
Industry conferences can be a great place to showcase your funds and engage advisors. They provide opportunities to set up your booth alongside the most well-known industry brands. But is it worth it?
Global Asset Management 2019: Will These ’20s Roar?
Technology will effectively be table stakes in most markets. Getting it right requires a new strategic agenda and a significant investment.
What Gatekeepers Want From Manager Meetings
Citywire looks back at their professional buyer Q&As from the first half of 2019 and recaps gatekeepers’ best and worst experiences when meeting managers.
![Fund History 1774-2018 [infographic]](https://spweb.agency-sandbox.com/wp-content/uploads/2018/12/kurtosys.png)
Fund History 1774-2018 [infographic]
Kurtosys developed this handy timeline of the most significant events that have shaped the mutual fund industry, featuring some lawful reforms, important fund launches and AUM landmarks.
Asset Manager Viability Requires Diversification
It’s not uncommon for asset management firms to have a significant portion of their revenues from relatively few clients or products. This is both risky and irresponsible. Just ask Northern Cross.
For Asset Managers, the Profit is in the Relationship
At a time of rapid change, innovation and heightened competition, asset managers must invest in ways to better understand the needs of advisors and thoughtfully choose the right channels for interacting with them.
Casey Quirk: 2019 is a Pivotal Year for Asset Managers
A weakening market has exposed the soft underbelly of the asset management industry. After a decade of growth in AUM, managers have reached a juncture where the market can no longer mask the lack of organic growth. What to do?
Stop Making These Mistakes When Talking to Gatekeepers
Getting in front of firm gatekeepers is essential. However, not all portfolio managers are prepared. While anyone can get through a 30-minute meeting, you can increase the odds of a second meeting by avoiding these mistakes.
Avi Nachmany: Mega-Trends Forcing Asset Managers to Revamp
The mega-trends of the last several years have thrust the investment management industry into a period of transformative change.