Part 1 of a 3-part series focuses on finding a merger, fund adoption or sub-advisory partner to help boutique asset managers thrive.
Finding a Strategic Partner for Access to Distribution
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Webinar Replay: 8 Ways Boutique Asset Managers are Adjusting to the New Reality
Webinar Replay: Cohen Fund Services invited Dan Sondhelm to lead a webinar focusing on how boutique asset managers have adapted to client and prospect engagement, product development, and mergers and acquisitions.
How Boutique Managers are Keeping Clients Engaged (Webinar)
How are boutique and emerging asset management firms dealing with the pandemic and keeping clients and prospects engaged? Watch our webinar replay now.
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.
Cambridge: Industry consolidation to continue in 2018
“Targeted acquisitions of smart beta firms, of managers able to outperform their index, and of active managers sheltered from the shift to passive will remain of interest. Transactional activity in non‐ traditional asset classes such as infrastructure, real estate,...