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MARKETINGRETIREMENT
Fund Intelligence is integral to our day-to-day decision making. It keeps us up-to-speed with what is taking place in the market and allows us to be pro-active rather than reactive”. COO at New York-based mutual fund management firm. The information generated by Fund Intelligence has informed all ABOUT US - FUND INTELLIGENCE A rich heritage in fund intelligence. Our experienced team of journalists provides US traditional asset management professionals with vital and actionable intelligence across all parts of the modern fund complex, including sales, marketing, compliance, operations and technology functions. At a time when fund groups are facing bigquestions
LOGIN - FUND INTELLIGENCE Cookies. We use cookies and other tracking technologies to assist with navigation and accessing content, analyse your use of our products and services, assist with FUND INTELLIGENCE OPERATIONS AND SERVICES AWARDS 2021 The Fund Operations and Services Awards are going virtual for 2021! Recognizing and rewarding excellence and outstanding contributions made by business, operations & technology leaders at asset management and service provider firms over the past year. As the asset management servicing sector continues to evolve with a great focus on technology FORMER AMG EXEC’S DISTRO PLATFORM ADDS FIRST FUND FIRM June 11, 2020, 7:43 pm. Print. Save. Email. Share. FLX Distribution, the distribution platform started by former AMG Funds executive Brian Moran, has added its first asset manager clients, with collaborative efforts between fund firms that have different expertise coming down the pipeline in the near future. Firms that join the FLX platform are HARBOR TAKES FIRST EVER STEP OUTSIDE MUTUAL FUNDS WITH CIT Harbor Funds has announced it is stepping outside of the mutual fund realm for the first time with the launch of a CIT version of its flagship equity strategy, as the firm bids to become vehicle-agnostic following years of outflows.. The fund firm has established the Harbor Trust Company in order to offer CIT structures for various existingstrategies.
JAMIE DIMON SHARES VIEWS ON JPMORGAN’S RETURN TO WORK, ESGSEE MORE ON FUNDINTELLIGENCE.GLOBALRANDY PLAVAJKA
Randy Plavajka. Randy Plavajka joined Fund Intelligence as a reporter in July 2019, primarily covering the retirement sector. Prior to his role at Pageant Media’s New York office, he worked and freelanced in upstate New York and Southern California as a multimedia producer and editor, creating narrative-driven audio-visual stories. WILL NT ETFS THREATEN ACTIVE MUTUAL FUNDS WHEN THEY HIT “I feel a little bit – I’m here for ETFs,” Greg Friedman, head of ETF management and strategy at Fidelity Investments, said at Inside ETFs before laughing and joking that fellow nontransparent active ETF developers hurt his feelings by suggesting a bleak future for the mutual fund wrapper. “I am just saying that there is a place for mutual funds,” he continued. VANGUARD TO ADD OFFICE IN GROWING DALLAS ASSET MANAGER HUB Gain insights into sales, marketing and distribution strategies, technological developments and implementation, operational efficiencies, human capital decisions, corporate strategy and the private wealth space condensed and presented in easy to understand FUND INTELLIGENCEEVENTSMEMBERSHIPABOUT USTRIAL ACCESSSALES ANDMARKETINGRETIREMENT
Fund Intelligence is integral to our day-to-day decision making. It keeps us up-to-speed with what is taking place in the market and allows us to be pro-active rather than reactive”. COO at New York-based mutual fund management firm. The information generated by Fund Intelligence has informed all ABOUT US - FUND INTELLIGENCE A rich heritage in fund intelligence. Our experienced team of journalists provides US traditional asset management professionals with vital and actionable intelligence across all parts of the modern fund complex, including sales, marketing, compliance, operations and technology functions. At a time when fund groups are facing bigquestions
LOGIN - FUND INTELLIGENCE Cookies. We use cookies and other tracking technologies to assist with navigation and accessing content, analyse your use of our products and services, assist with FUND INTELLIGENCE OPERATIONS AND SERVICES AWARDS 2021 The Fund Operations and Services Awards are going virtual for 2021! Recognizing and rewarding excellence and outstanding contributions made by business, operations & technology leaders at asset management and service provider firms over the past year. As the asset management servicing sector continues to evolve with a great focus on technology FORMER AMG EXEC’S DISTRO PLATFORM ADDS FIRST FUND FIRM June 11, 2020, 7:43 pm. Print. Save. Email. Share. FLX Distribution, the distribution platform started by former AMG Funds executive Brian Moran, has added its first asset manager clients, with collaborative efforts between fund firms that have different expertise coming down the pipeline in the near future. Firms that join the FLX platform are HARBOR TAKES FIRST EVER STEP OUTSIDE MUTUAL FUNDS WITH CIT Harbor Funds has announced it is stepping outside of the mutual fund realm for the first time with the launch of a CIT version of its flagship equity strategy, as the firm bids to become vehicle-agnostic following years of outflows.. The fund firm has established the Harbor Trust Company in order to offer CIT structures for various existingstrategies.
JAMIE DIMON SHARES VIEWS ON JPMORGAN’S RETURN TO WORK, ESGSEE MORE ON FUNDINTELLIGENCE.GLOBALRANDY PLAVAJKA
Randy Plavajka. Randy Plavajka joined Fund Intelligence as a reporter in July 2019, primarily covering the retirement sector. Prior to his role at Pageant Media’s New York office, he worked and freelanced in upstate New York and Southern California as a multimedia producer and editor, creating narrative-driven audio-visual stories. WILL NT ETFS THREATEN ACTIVE MUTUAL FUNDS WHEN THEY HIT “I feel a little bit – I’m here for ETFs,” Greg Friedman, head of ETF management and strategy at Fidelity Investments, said at Inside ETFs before laughing and joking that fellow nontransparent active ETF developers hurt his feelings by suggesting a bleak future for the mutual fund wrapper. “I am just saying that there is a place for mutual funds,” he continued. VANGUARD TO ADD OFFICE IN GROWING DALLAS ASSET MANAGER HUB Gain insights into sales, marketing and distribution strategies, technological developments and implementation, operational efficiencies, human capital decisions, corporate strategy and the private wealth space condensed and presented in easy to understand LOGIN - FUND INTELLIGENCE Cookies. We use cookies and other tracking technologies to assist with navigation and accessing content, analyse your use of our products and services, assist with MEMBERSHIP - FUND INTELLIGENCE Fund intelligence is designed with team or group access in mind and typically sold with a minimum of 10 users. If you wish to discuss bespoke options that are potentially available for single or small grouped users please contact us at support@fundintelligence.global. FORMER AMG EXEC’S DISTRO PLATFORM ADDS FIRST FUND FIRM June 11, 2020, 7:43 pm. Print. Save. Email. Share. FLX Distribution, the distribution platform started by former AMG Funds executive Brian Moran, has added its first asset manager clients, with collaborative efforts between fund firms that have different expertise coming down the pipeline in the near future. Firms that join the FLX platform are REGISTER - FUND INTELLIGENCE Register. Your trial includes access to the full range of member services including relevant newsletters, event information and news based content provided by Fund Intelligence. You will be able to opt-out of these communications at the end of your trial or via the preference centre upon submission of MUTUAL FUND INDUSTRY AND ETF VIRTUAL AWARDS 2020 So this year, the Mutual Fund Industry Awards are going virtual. On July 23 we will be hosting an online awards ceremony, where we will announce the 2020 winners, as well as give you the opportunity to celebrate the star performers of the past 12 months. Further details on the Ceremony will be revealed soon.NEWSLETTER SIGN UP
Cookies. We use cookies and other tracking technologies to assist with navigation and accessing content, analyse your use of our products and services, assist with WILL NT ETFS THREATEN ACTIVE MUTUAL FUNDS WHEN THEY HIT “I feel a little bit – I’m here for ETFs,” Greg Friedman, head of ETF management and strategy at Fidelity Investments, said at Inside ETFs before laughing and joking that fellow nontransparent active ETF developers hurt his feelings by suggesting a bleak future for the mutual fund wrapper. “I am just saying that there is a place for mutual funds,” he continued. ICI CONF: BNP PARIBAS TO EXPAND ETF SERVICING TO US BY BNP Paribas plans to launch its exchange-traded fund services for US clients within the next year, according to Head of Global ETF Solutions Jeffrey Baccash.. Expanding ETF solutions to domestic fund clients is part of BNP’s larger servicing plans, which also include commercializing the middle-office outsourcing solution that BNP previously created from its middle office outsourcing deal TOM WILSON - FUND INTELLIGENCE Tom Wilson joined Fund Intelligence as a reporter in 2019, where he mainly covers distribution and business strategy. He is also part of Pageant Media's cross-publication wealth investor reporting team. He previously worked as a personal finance journalist in the UK, where he won multiple awards for work covering fraud, investments and tax. IN BRIEF: INVESCO UNVEILS GREEN BUILDING ETF Gain insights into sales, marketing and distribution strategies, technological developments and implementation, operational efficiencies, human capital decisions, corporate strategy and the private wealth space condensed and presented in easy to understand FUND INTELLIGENCEEVENTSMEMBERSHIPABOUT USTRIAL ACCESSSALES ANDMARKETINGRETIREMENT
Fund Intelligence is integral to our day-to-day decision making. It keeps us up-to-speed with what is taking place in the market and allows us to be pro-active rather than reactive”. COO at New York-based mutual fund management firm. The information generated by Fund Intelligence has informed all ABOUT US - FUND INTELLIGENCECOMPLIANCE REPORTER FUND INTELLIGENCEFUND INTELLIGENCE AWARDSFUND INTELLIGENCE DAILYHEDGE FUND INTELLIGENCEREAL ESTATE FUND INTELLIGENCEMONEY FUND INTELLIGENCE A rich heritage in fund intelligence. Our experienced team of journalists provides US traditional asset management professionals with vital and actionable intelligence across all parts of the modern fund complex, including sales, marketing, compliance, operations and technology functions. At a time when fund groups are facing bigquestions
LOGIN - FUND INTELLIGENCE Cookies. We use cookies and other tracking technologies to assist with navigation and accessing content, analyse your use of our products and services, assist with FUND INTELLIGENCE OPERATIONS AND SERVICES AWARDS 2021FUND INTELLIGENCE AWARDSFUND INTELLIGENCE DAILYFUND INTELLIGENCE LEADERS SUMMITINTELLIGENCE OPERATIONS DEGREEINTELLIGENCE OPERATIONS JOBSINTELLIGENCE OPERATIONS PDF The Fund Operations and Services Awards are going virtual for 2021! Recognizing and rewarding excellence and outstanding contributions made by business, operations & technology leaders at asset management and service provider firms over the past year. As the asset management servicing sector continues to evolve with a great focus on technology HARBOR TAKES FIRST EVER STEP OUTSIDE MUTUAL FUNDS WITH CIT Harbor Funds has announced it is stepping outside of the mutual fund realm for the first time with the launch of a CIT version of its flagship equity strategy, as the firm bids to become vehicle-agnostic following years of outflows.. The fund firm has established the Harbor Trust Company in order to offer CIT structures for various existingstrategies.
FUND INTELLIGENCE TECH AND WSL AWARDS 2020 The winners for the Fund Intelligence Tech & WSL Awards 2020 have been revealed. These awards recognize and reward providers catering to asset managers and institutional traders who have demonstrated exceptional customer service and innovative product development. Winners were revealed at the annual awards ceremony on February 25 atthe
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Cookies. We use cookies and other tracking technologies to assist with navigation and accessing content, analyse your use of our products and services, assist withRANDY PLAVAJKA
Randy Plavajka. Randy Plavajka joined Fund Intelligence as a reporter in July 2019, primarily covering the retirement sector. Prior to his role at Pageant Media’s New York office, he worked and freelanced in upstate New York and Southern California as a multimedia producer and editor, creating narrative-driven audio-visual stories.JAMES CONNINGTON
James Connington heads Fund Intelligence and is also responsible for wealth investor coverage across Pageant Media’s brands. He joined the company in 2018, prior to which he was part of the Telegraph’s personal finance team in London, mainly covering retail investing. He holds a degree in Geography from University College London (UCL).Email.
T. ROWE HIRES VICTORY CAPITAL PRO AS DCIO SALES HEAD T. Rowe Price named a sales pro from Victory Capital as its new head of DCIO field sales seven months after losing the leader of this division to MassMutual.. The $1.21trn asset manager and recordkeeping giant also added a sales consultant to the team, which falls under the umbrella of the rapidly growing US intermediaries business. FUND INTELLIGENCEEVENTSMEMBERSHIPABOUT USTRIAL ACCESSSALES ANDMARKETINGRETIREMENT
Fund Intelligence is integral to our day-to-day decision making. It keeps us up-to-speed with what is taking place in the market and allows us to be pro-active rather than reactive”. COO at New York-based mutual fund management firm. The information generated by Fund Intelligence has informed all ABOUT US - FUND INTELLIGENCECOMPLIANCE REPORTER FUND INTELLIGENCEFUND INTELLIGENCE AWARDSFUND INTELLIGENCE DAILYHEDGE FUND INTELLIGENCEREAL ESTATE FUND INTELLIGENCEMONEY FUND INTELLIGENCE A rich heritage in fund intelligence. Our experienced team of journalists provides US traditional asset management professionals with vital and actionable intelligence across all parts of the modern fund complex, including sales, marketing, compliance, operations and technology functions. At a time when fund groups are facing bigquestions
LOGIN - FUND INTELLIGENCE Cookies. We use cookies and other tracking technologies to assist with navigation and accessing content, analyse your use of our products and services, assist with FUND INTELLIGENCE OPERATIONS AND SERVICES AWARDS 2021FUND INTELLIGENCE AWARDSFUND INTELLIGENCE DAILYFUND INTELLIGENCE LEADERS SUMMITINTELLIGENCE OPERATIONS DEGREEINTELLIGENCE OPERATIONS JOBSINTELLIGENCE OPERATIONS PDF The Fund Operations and Services Awards are going virtual for 2021! Recognizing and rewarding excellence and outstanding contributions made by business, operations & technology leaders at asset management and service provider firms over the past year. As the asset management servicing sector continues to evolve with a great focus on technology HARBOR TAKES FIRST EVER STEP OUTSIDE MUTUAL FUNDS WITH CIT Harbor Funds has announced it is stepping outside of the mutual fund realm for the first time with the launch of a CIT version of its flagship equity strategy, as the firm bids to become vehicle-agnostic following years of outflows.. The fund firm has established the Harbor Trust Company in order to offer CIT structures for various existingstrategies.
FUND INTELLIGENCE TECH AND WSL AWARDS 2020 The winners for the Fund Intelligence Tech & WSL Awards 2020 have been revealed. These awards recognize and reward providers catering to asset managers and institutional traders who have demonstrated exceptional customer service and innovative product development. Winners were revealed at the annual awards ceremony on February 25 atthe
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Cookies. We use cookies and other tracking technologies to assist with navigation and accessing content, analyse your use of our products and services, assist withRANDY PLAVAJKA
Randy Plavajka. Randy Plavajka joined Fund Intelligence as a reporter in July 2019, primarily covering the retirement sector. Prior to his role at Pageant Media’s New York office, he worked and freelanced in upstate New York and Southern California as a multimedia producer and editor, creating narrative-driven audio-visual stories.JAMES CONNINGTON
James Connington heads Fund Intelligence and is also responsible for wealth investor coverage across Pageant Media’s brands. He joined the company in 2018, prior to which he was part of the Telegraph’s personal finance team in London, mainly covering retail investing. He holds a degree in Geography from University College London (UCL).Email.
T. ROWE HIRES VICTORY CAPITAL PRO AS DCIO SALES HEAD T. Rowe Price named a sales pro from Victory Capital as its new head of DCIO field sales seven months after losing the leader of this division to MassMutual.. The $1.21trn asset manager and recordkeeping giant also added a sales consultant to the team, which falls under the umbrella of the rapidly growing US intermediaries business. LOGIN - FUND INTELLIGENCE Cookies. We use cookies and other tracking technologies to assist with navigation and accessing content, analyse your use of our products and services, assist with MEMBERSHIP - FUND INTELLIGENCE Fund intelligence is designed with team or group access in mind and typically sold with a minimum of 10 users. If you wish to discuss bespoke options that are potentially available for single or small grouped users please contact us at support@fundintelligence.global. EVENTS - FUND INTELLIGENCE Summit. Dinner. Webinar. Previous Events. 24 Jun 2021. Fireside chat: Wells Fargo AM CEO talks future as an independent company. 14 Oct 2021. Mutual Fund Industry and ETF Awards 2021. Entries are open for the Mutual Fund Industry and ETF Awards 2021! REGISTER - FUND INTELLIGENCE Register. Your trial includes access to the full range of member services including relevant newsletters, event information and news based content provided by Fund Intelligence. You will be able to opt-out of these communications at the end of your trial or via the preference centre upon submission ofTERMS & CONDITIONS
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FUND FIRMS SLOW TO ADOPT TECH GIANTS’ CLOUD SERVICES Cookies. We use cookies and other tracking technologies to assist with navigation and accessing content, analyse your use of our products and services, assist with €27BN PRIVATE BANK SEEKS GLOBAL AGGREGATE BOND MANAGER Amsterdam-headquartered wealth firm Van Lanschot Kempen is seeking a new global aggregate bond manager for its private banking arm, with a search taking place over the next few months. TOM WILSON - FUND INTELLIGENCE Tom Wilson joined Fund Intelligence as a reporter in 2019, where he mainly covers distribution and business strategy. He is also part of Pageant Media's cross-publication wealth investor reporting team. He previously worked as a personal finance journalist in the UK, where he won multiple awards for work covering fraud, investments and tax. BNY MELLON CONTINUES CUTTING COSTS, PLANS BIGGER ETF ASSET BNY Mellon’s senior leaders said on the bank’s second quarter earnings call that the company will continue to cut costs while addressing investor and analyst concerns about asset management performance amid fee pressure.. The custodial banking giant, which also operates active manager BNY Mellon Investment Management, posted mixed results across business lines for the SEARCH RESULTS ONLINE-APOTHEKE Cookies. We use cookies and other tracking technologies to assist with navigation and accessing content, analyse your use of our products and services, assist with FUND INTELLIGENCEEVENTSMEMBERSHIPABOUT USTRIAL ACCESSSALES ANDMARKETINGRETIREMENT
Informed coverage across the entire fund industry Designed with a focus on clarity and simplicity, we allow members to prioritize their specific areas of professional interest whilst also keeping abreast of key developments that are setting the agenda across the sector. ABOUT US - FUND INTELLIGENCECOMPLIANCE REPORTER FUND INTELLIGENCEFUND INTELLIGENCE AWARDSFUND INTELLIGENCE DAILYHEDGE FUND INTELLIGENCEREAL ESTATE FUND INTELLIGENCEMONEY FUND INTELLIGENCE Randy Plavajka Reporter. Randy Plavajka joined Fund Intelligence as a reporter in July 2019, primarily covering the retirement sector. Prior to his role at Pageant Media’s New York office, he worked and freelanced in upstate New York and Southern California as a multimedia producer and editor, creating narrative-driven audio-visual stories. LOGIN - FUND INTELLIGENCE Cookies. We use cookies and other tracking technologies to assist with navigation and accessing content, analyse your use of our products and services, assist with FUND INTELLIGENCE OPERATIONS AND SERVICES AWARDS 2021FUND INTELLIGENCE AWARDSFUND INTELLIGENCE DAILYFUND INTELLIGENCE LEADERS SUMMITINTELLIGENCE OPERATIONS DEGREEINTELLIGENCE OPERATIONS JOBSINTELLIGENCE OPERATIONS PDF As the asset management servicing sector continues to evolve with a great focus on technology, innovation and integration, we feel the time is right to bring together Fund Intelligence’s two service provider awards into one high profile event. HARBOR TAKES FIRST EVER STEP OUTSIDE MUTUAL FUNDS WITH CIT Harbor Funds has announced it is stepping outside of the mutual fund realm for the first time with the launch of a CIT version of its flagship equity strategy, as the firm bids to become vehicle-agnostic following years of outflows.. The fund firm has established the Harbor Trust Company in order to offer CIT structures for various existingstrategies.
FUND INTELLIGENCE TECH AND WSL AWARDS 2020 The winners for the Fund Intelligence Tech & WSL Awards 2020 have been revealed These awards recognize and reward providers catering to asset managers and institutional traders who have demonstrated exceptional customer service and innovative product development.NEWSLETTER SIGN UP
Cookies. We use cookies and other tracking technologies to assist with navigation and accessing content, analyse your use of our products and services, assist withRANDY PLAVAJKA
Randy Plavajka. Randy Plavajka joined Fund Intelligence as a reporter in July 2019, primarily covering the retirement sector. Prior to his role at Pageant Media’s New York office, he worked and freelanced in upstate New York and Southern California as a multimedia producer and editor, creating narrative-driven audio-visual stories.JAMES CONNINGTON
James Connington. James Connington heads Fund Intelligence and is also responsible for wealth investor coverage across Pageant Media’sbrands.
T. ROWE HIRES VICTORY CAPITAL PRO AS DCIO SALES HEAD T. Rowe Price named a sales pro from Victory Capital as its new head of DCIO field sales seven months after losing the leader of this division to MassMutual.. The $1.21trn asset manager and recordkeeping giant also added a sales consultant to the team, which falls under the umbrella of the rapidly growing US intermediaries business. FUND INTELLIGENCEEVENTSMEMBERSHIPABOUT USTRIAL ACCESSSALES ANDMARKETINGRETIREMENT
Informed coverage across the entire fund industry Designed with a focus on clarity and simplicity, we allow members to prioritize their specific areas of professional interest whilst also keeping abreast of key developments that are setting the agenda across the sector. ABOUT US - FUND INTELLIGENCECOMPLIANCE REPORTER FUND INTELLIGENCEFUND INTELLIGENCE AWARDSFUND INTELLIGENCE DAILYHEDGE FUND INTELLIGENCEREAL ESTATE FUND INTELLIGENCEMONEY FUND INTELLIGENCE Randy Plavajka Reporter. Randy Plavajka joined Fund Intelligence as a reporter in July 2019, primarily covering the retirement sector. Prior to his role at Pageant Media’s New York office, he worked and freelanced in upstate New York and Southern California as a multimedia producer and editor, creating narrative-driven audio-visual stories. LOGIN - FUND INTELLIGENCE Cookies. We use cookies and other tracking technologies to assist with navigation and accessing content, analyse your use of our products and services, assist with FUND INTELLIGENCE OPERATIONS AND SERVICES AWARDS 2021FUND INTELLIGENCE AWARDSFUND INTELLIGENCE DAILYFUND INTELLIGENCE LEADERS SUMMITINTELLIGENCE OPERATIONS DEGREEINTELLIGENCE OPERATIONS JOBSINTELLIGENCE OPERATIONS PDF As the asset management servicing sector continues to evolve with a great focus on technology, innovation and integration, we feel the time is right to bring together Fund Intelligence’s two service provider awards into one high profile event. HARBOR TAKES FIRST EVER STEP OUTSIDE MUTUAL FUNDS WITH CIT Harbor Funds has announced it is stepping outside of the mutual fund realm for the first time with the launch of a CIT version of its flagship equity strategy, as the firm bids to become vehicle-agnostic following years of outflows.. The fund firm has established the Harbor Trust Company in order to offer CIT structures for various existingstrategies.
FUND INTELLIGENCE TECH AND WSL AWARDS 2020 The winners for the Fund Intelligence Tech & WSL Awards 2020 have been revealed These awards recognize and reward providers catering to asset managers and institutional traders who have demonstrated exceptional customer service and innovative product development.NEWSLETTER SIGN UP
Cookies. We use cookies and other tracking technologies to assist with navigation and accessing content, analyse your use of our products and services, assist withRANDY PLAVAJKA
Randy Plavajka. Randy Plavajka joined Fund Intelligence as a reporter in July 2019, primarily covering the retirement sector. Prior to his role at Pageant Media’s New York office, he worked and freelanced in upstate New York and Southern California as a multimedia producer and editor, creating narrative-driven audio-visual stories.JAMES CONNINGTON
James Connington. James Connington heads Fund Intelligence and is also responsible for wealth investor coverage across Pageant Media’sbrands.
T. ROWE HIRES VICTORY CAPITAL PRO AS DCIO SALES HEAD T. Rowe Price named a sales pro from Victory Capital as its new head of DCIO field sales seven months after losing the leader of this division to MassMutual.. The $1.21trn asset manager and recordkeeping giant also added a sales consultant to the team, which falls under the umbrella of the rapidly growing US intermediaries business. LOGIN - FUND INTELLIGENCE Cookies. We use cookies and other tracking technologies to assist with navigation and accessing content, analyse your use of our products and services, assist with MEMBERSHIP - FUND INTELLIGENCE Saving time by doing the hard work for you We aim to work with fund complexes to determine the right fit based on the needs of specific teams, departments or, more often than not, enterprise-wide solutions. REGISTER - FUND INTELLIGENCE Cookies. We use cookies and other tracking technologies to assist with navigation and accessing content, analyse your use of our products and services, assist with EVENTS - FUND INTELLIGENCE Cookies. We use cookies and other tracking technologies to assist with navigation and accessing content, analyse your use of our products and services, assist with FUND FIRMS SLOW TO ADOPT TECH GIANTS’ CLOUD SERVICES Cookies. We use cookies and other tracking technologies to assist with navigation and accessing content, analyse your use of our products and services, assist with €27BN PRIVATE BANK SEEKS GLOBAL AGGREGATE BOND MANAGER Amsterdam-headquartered wealth firm Van Lanschot Kempen is seeking a new global aggregate bond manager for its private banking arm, with a search taking place over the next few months. TOM WILSON - FUND INTELLIGENCE Tom Wilson. Tom Wilson joined Fund Intelligence as a reporter in 2019, where he mainly covers distribution and business strategy. He is also part of Pageant Media's cross BNY MELLON CONTINUES CUTTING COSTS, PLANS BIGGER ETF ASSET BNY Mellon’s senior leaders said on the bank’s second quarter earnings call that the company will continue to cut costs while addressing investor and analyst concerns about asset management performance amid fee pressure.. The custodial banking giant, which also operates active manager BNY Mellon Investment Management, posted mixed results across business lines for the CHARLES SCHWAB RESTRUCTURING INVESTMENT MANAGEMENT BIZ Charles Schwab is reorganizing its asset management business, rolling a slate of popular services into its $449bn fund arm that will also soon have a new chief executive, Fund Intelligence has learned.. The overhaul is occurring in phases, the first of which was the creation of a unit called Schwab Asset Management Solutions earlier this year. SEARCH RESULTS ONLINE-APOTHEKE Cookies. We use cookies and other tracking technologies to assist with navigation and accessing content, analyse your use of our products and services, assist withCOOKIES
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NEWS AND BUSINESS INTELLIGENCE FOR ASSET MANAGEMENT PROFESSIONALS OUR MEMBERSHIP SERVICE PROVIDES US ASSET MANAGEMENT PROFESSIONALS WITH VITAL AND ACTIONABLE INTELLIGENCE ACROSS ALL PARTS OF THE MODERN FUNDCOMPLEX.
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Discover actionable intelligence on investment approaches guiding key allocators, their decision-making processes and how evolving technology, regulations and market trends are shaping the distributionlandscape.
* Actionable intelligence on the investment approaches being taken by key allocators including wirehouses, large RIAs, DCIOs, regional BDs, Tamps and ETF strategists. * Informed analysis of evolving trends in the distribution space, driven by both the demands of regulators and investors, and the impact these will have on the sales strategy of fund complexes. * A breadth of coverage which includes a strong focus on the private wealth, family office and HNW space and opportunities for asset managers to build long-term relationships in these fruitful areas * Strong coverage of the way technology is changing the interface between fund groups, distributors and the end investor, including the impact of robo-advisers and online investing toolsMore details
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Guide strategic decision-making with in-depth coverage of wide-ranging industry trends, developing opportunities, business threats, CEO interviews and coverage of key M&A activity to give you the full picture of an evolving sector. * Fund group CEOs and other C-suite business leaders in their own words setting out their strategy, views on growth opportunities and structural changes being undertaken * Analysis of how fund group leaders are handling wider industry trends and the impact big decisions will have on the running of modernfund complexes
* The informed views of respected independent consultants, analysts and other industry experts on the threats and opportunities facing thesector.
* Detailed coverage of M&A activity taking place in the sector and analysis of the impact of current and future dealsMore details
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Gain exclusive insight into the HNW, UHNW and family-office space, including manager selection processes, as evolving business models, advancing technology and increasing professionalism reshape thesevaluable segments.
* Latest developments in the world of single and multi-family offices, top-end RIAs and private banks * Community and networking opportunities through our Private AssetManagement brand
* Interviews with leading wealth management names, discussing evolving business models, advancing technology and investment * In-depth analysis on the shifting wealth management landscape, including the professionalization of the family office space and growing power of independent firmsMore details
PRODUCT DEVELOPMENT
Description from Editorial: “Monitor the product development strategies of leading asset managers when it comes to new launches, closures, evolving fund structures, product revamps and feeinnovations.
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FOR YOUR MUTUAL FUND BOARD Covering the latest regulatory, market and litigation developments that board directors need to stay on top of, Fund Directions offers market-leading insights on the governance priorities of independent fund directors. Coverage and events focus on the increasing regulatory and legal demands being placed fund boards and how leading directors are tackling a range of important governance issues. Visit Fund Directions 2020 Fund Intelligence Group. All Rights ReservedCHANNELS
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