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Managing International Expansion: A Strategic Framework for Investment Managers

11 September 2013 By: Andrew McCollum, Davis Walmsley
Firms should evaluate international expansion efforts in much the same way a portfolio manager evaluates a new investment decision.
One of the biggest drivers of demand for ETFs among RIAs today is investors’ need for passive exposures as part of core/satellite portfolio models.
More than one-third of U.S. pensions, endowments and foundations using ETFs expect to allocate more to the funds by 2014.
Executives from a diverse group of leading asset management firms in the U.S. identify industry trends and challenges.
Fidelity, BlackRock, Zurich Corporate Savings, and Standard Life are the 2013 Greenwich Quality Leaders in U.K. Bundled Defined Contribution Corporate Pension Services.

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