Category: Articles
-
Time for reflection: What are the key questions AFMs should be asking themselves?
Following the FCA’s recently published findings on its thematic review of the Host AFM sector, AFMs are under increased scrutiny…
-
How can investment managers close the ethnicity pension gap?
Digital communication and working from home has clearly impacted our ability to communicate face-to-face. As we slowly come back to…
-
Wealth management client portals: The seven keys to create a compelling differentiated client experience
Wealth Managers’ reliance on their digital channels has grown significantly since the outbreak of COVID-19. Digital channels like Client Portals…
-
Marketing leadership in sustainability
The continuing shift to investing based on environmental, social, and governance (ESG) criteria is a once-in-a-generation event that is transforming…
-
Is your digital data working hard enough for you?
In this article, Mark Webb and Kevin O’Shaughnessy assess the opportunity that Digital Data presents Asset Managers, the journey that…
-
How are investment managers scaling on a budget?
It is no secret that the asset management world has seen its share of shakeups over the last few years.…
-
ESG: Are these five challenges holding back your client-facing teams?
Environmental, Social and Governance (ESG) & Responsible Investing is a topic that is here to stay – and grow. With…
-
Liontrust fail: Dented pride or taken in its stride?
Liontrust’s rampant asset gathering may generate a perception of unstoppable success, but even the King of the jungle has its…
-
Three ways to drive higher content engagement
Investment managers are battling for their share of voice in a crowded media environment. The holy grail – of having…