Article and Webinar

Article and Webinar

Maximizing the OCIO Growth Opportunity The rapidly evolving OCIO market has created new opportunities and risks for asset managers. We spoke with leading industry experts to help identify the best way for managers to make the most of this growing opportunity. Please...
Article

Article

Delivering Investor Pleasing Performance Reviews Performance reviews are among the most important conversations an asset manager has with their investors. Based on our extensive research, we’ve outlined the hallmarks of a superb performance review that you can use...
Article

Article

What Consultants Really Want Understanding and Trust Our latest research reveals that trust and understanding drive consultant recommendations. Asset managers must create a world class investor communications effort to gain that trust. We’ve outlined just what types...
Article

Article

Fees and Investors Don’t Sell Your Firm Short Our latest research among institutional investors reveals that once hired, asset managers go silent on fees; most investors also lose focus on this important topic. Investors’ resulting ignorance about their managers’...
Article

Article

Great Thought Leadership What Successful Asset Managers Do Differently Asset managers are increasingly inundating allocators with thought leadership in hopes of growing their business. Allocators tell us most of these ‘insights’ are not helpful. To determine the key...
Article

Article

Your Performance Doesn’t Really Matter We wanted to understand why the biggest managers keep gaining market share from everyone else. So we reviewed investment performance and asset flow data for 931 asset managers over seven years, and conducted a survey of...