FX Market Structure Update 2015
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Kevin McPartland, Head of Market Structure and Technology Research, presents a 30-minute review of FX market structure developments.
The Untapped Opportunity: Cross-selling Wealth to Business and Commercial Banking Customers
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Duncan Banfield and Ron Balmer host a 40-minute presentation on the imperative to cross-sell wealth and investment advisory services has increased dramatically in an environment of low interest rates, high compliance costs and heavy competition.
What You May Be Missing In Your Digital CE Strategy
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Jacqueline Vose presents a timely discussion of the latest banking trends and how you can identify gaps in your digital customer experience strategy.
The OMS/EMS Landscape: 2015
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Kevin McPartland reviews this year's demand for OMS/EMS solutions.
Strategies for De-risking in the Corporate Pension Market
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Andrew McCollum shares recently-released research with over 600 large corporate pension funds about the current state of affairs relating to de-risking strategies.
Trends in Public Pension Fund Management
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Andrew McCollum shares recently-released research with 275 large public pension funds about the latest trends in public pension fund management.
Trends in Managing Canadian Institutional Portfolios
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Davis Walmsley shares recently-released research with 225 large Canadian corporate, public/provincial, endowment, and foundation funds about their latest trends for managing their funds.
Trends in Managing Endowment and Foundation Investment Funds
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Greenwich Associates consultant shares recently-released research with over 200 large U.S. endowments and foundations about their latest trends in managing their investment funds.
From Products to Solutions - The Evolving Role of Asset Managers
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Lydia Vitalis discusses the implications for managers as clients transition from seeking the best products to looking for partners to provide them with tailored, multi-product, multi-asset class solutions.
Best Practices - Institutional Distribution
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Andrew McCollum discusses how investor expectations related to investment counseling, portfolio solutions and partnership has changed the strategies required for success in direct sales, consultant coverage and client retention.