Asset managers working to refine their strategies to leverage their competitive advantages and embrace their business model will benefit in a competitive market. By carefully determining the optimal...

For many finance executives, social media is an important part of their professional lives. It is used to engage with peers and colleagues, to research sales leads, to learn from industry leaders...

This presentation from the annual Competitive Challenges Conference highlights global allocation shifts, use of investment consultants, and other trends regarding institutional preferences and needs...

This presentation from the annual Competitive Challenges Conference includes key issues facing investors and projected allocation changes. Here are the key takeaways: Adopt a long-term focus —...

This presentation from the annual Competitive Challenges Conference covers how large, multi-product managers compete with small, boutique managers. Here are the key takeaways: Focus for larger...

This presentation from the annual Competitive Challenges Conference covers the headwinds facing active management, and characteristics of winning firms in a challenging environment.  

This presentation from the annual Competitive Challenges Conference reviews the shift in institutional client needs and managers. Learn about the evolution of distribution models from coverage...

This presentation from the annual Competitive Challenges Conference highlights the growth of outsourced relationships and the main reasons why institutional clients choose to outsource. Here are the...

This presentation from the annual Competitive Challenges Conference covers the demand for hiring for active management and the approach taken by managers to address the passive threat.  Here are...

This presentation from the annual Competitive Challenges Conference helps senior executives at asset management firms for leadership transitions. Here are the key takeaways: Manage the process...