Insights

How to Identify the Sales Professional from the Sales Pretender

In an asset management firm, a portfolio manager’s effectiveness is determined by performance results over several time periods. With your sales staff, how do you know if they are making progress toward their goals? What metrics are most effective... Continue reading

Is Your Pipeline Dependent on Performance?

Does your firm have a strategy in place to build a pipeline of new business? Some asset managers tend to de-emphasize new business development in favor of investing in product manufacturing. They believe that having superior risk-adjusted... Continue reading

The Element That May be Missing from Your Series Trust

The proliferation of series trusts has granted easy access to asset managers who want to enter the mutual fund industry. A series trust’s value proposition appears evident on the surface. The trust provides shared fixed costs over a larger asset... Continue reading

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