We strongly believe the human banker will remain the cornerstone of commercial and corporate banking relationships. Going forward, AI will make bankers more effective in their client interactions by customizing presentations, generating personalized insights and recommendations, and contributing to solutions tailored to individual clients.
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.
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