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CX - Delivering a Uniquely Compelling Client Experience

26 October 2023
What are the greatest detractors or creators of value in the client experience? What tools, technologies and channels are managers utilizing to reduce friction in the client journey? How can managers deliver a truly differentiated client experience...

Private Markets - Positioning for the Future

26 October 2023
Institutional Investor demand for Private Market investments remains very strong across multiple asset classes, with both traditional and specialist managers vying for market share. However, changes in the market environment have impacted investors...

Marketing + Sales

26 October 2023
Explore how sales and marketing collaboration via shared responsibilities, focus on developing strategic partnerships, and elevation of targeted thought leadership initiatives can be optimized to increase efficiencies and win rates.

OCIO - A 360⁰ Perspective

26 October 2023
OCIO adoption has matured into a common solution to challenges facing institutional investors of different types and sizes. Review considerations including governance, fee transparency, asset allocation.

Consultant Relationships - The Road to Ratings

26 October 2023
Investment Consultants role as a key intermediary to over 85% of asset owners in the U.S. and U.K. has led to manager research teams being inundated with requests to initiate coverage on new strategies, in addition to remaining current on existing...

Asset Owners - Best-in-Class Practices during the Selection Process

26 October 2023
Once they have decided to make a change and to evaluate new managers, how do investors go about the manager selection process? To what extent do broader factors such as brand and culture play a role? What are the key steps that managers should take...

Emerging Trends in Sustainable Investing

28 September 2023 By: Todd Glickson
Sustainable investing is moving into a new and more mature phase. In Europe and North America, many institutions now have more than a decade’s experience with sustainable investments. Because of this experience, a set of trends and best practices is...

State of AI Adoption in Asset Management

26 September 2023
Nearly 80% of managers see AI as an Important or Very Important competitive advantage in the next 3-5 years. However, just 17% feel they are well prepared to capitalize on the AI opportunity. Overall, managers see greater efficiencies in internal...

Market Data Spending Is on a Roll

22 August 2023 By: Audrey Costabile, David Easthope
Spending on market data is going up across the board.

U.S. Investment Consultants 2023 - Market Trend: Graphics

18 August 2023
This report provides detailed information on the a state of the market in the U.S. Investment Consulting business. Topics covered include: change in assets under advisory elvels, manager sleection pipeline, top OCIO providers and more.

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