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With dozens and dozens of managers to choose from, successful investment managers will be those who develop differentiated value propositions that stand out from the crowd.
While ESG is a prominent term, it is not a precise term. Some view ESG as a risk management technique; others as a way to generate positive impacts.

Delivering on ESG

29 November 2022 By: Mark Buckley
Institutional investors are planning to shake-up their asset manager lineups based on environmental, social and governance (ESG) standards. Over the past five years, institutions around the world have increasingly adopted ESG approaches into their...

Maximizing Brand Impact

15 November 2022 By: Todd Glickson
Most investors note it is important that a manager demonstrates a clear sense of purpose and prefer those whose purposes align with their own.
Plan sponsors and consultants express high levels of satisfaction with the services they are receiving from their retirement recordkeepers, according to a recent Coalition Greenwich study. However, both groups are asking recordkeepers to step up...
Investors are particularly concerned about the risk of inflation this year along with the overall market volatility. Such volatility has had an impact on their asset allocation decisions. In addition there continues to be an increased need for...
Blockchain, digital assets, tokenization - What is this all about? What factors make digital asset investing unique? What is the applicability to institutional asset owners and managers?
A state of the market update covering investor preferences & imperatives, as well as how asset managers can differentiate their value proposition.
How do you get the attention of field consultants? What information and insights do they most value? How do you shift the relationship from gate keeper to advocate to support retention and cross-sales?
What are best-in-class approaches to maximize brand impact and communicate differentiation? How can managers use their strong brand image to solidify opportunities? What insights were learned regarding brand image during the pandemic and what...

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