After a difficult 2022 where equity mangers experienced a 20%+ decline in AUM, many asset managers have turned to expense rationalization to regain firm profitability. With expense reduction in vogue, headcount becomes the primary chopping block.... Continue reading
Insights
Data Can be Your Most Important Sales Tool
Published in October 2022
Distribution is becoming more restrictive and certainly more costly. Broker/dealer platforms are reducing the number of mutual fund offerings and the supermarkets have raised the requirements for inclusion on their platforms. Fees within the... Continue reading
Performance Can Only Go So Far in Building Assets
Published in February 2022
Many asset managers continue to believe that performance is the key factor that drives sales. While above-average performance helps, brand awareness, a robust dealer agreement list and product differentiation must be present before sales success... Continue reading
