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| asset management distribution channels: Optimizing Distribution Systems in Asset Management Philipp Caspar Koch, 2008-09-25 Philipp Caspar Koch is making the attempt to outline with a model-shaping intent the way in which a deliberate choice and design of varying “institutional arrangements is likely to operate as a device for optimizing net inflows from private investors. |
| asset management distribution channels: The Industrial Organization of the Global Asset Management Business Ingo Walter, 2015-11-02 The dynamics of the asset management business are complex and geographically diverse. Products and vendors compete within and across markets and often shade into each other. Regulation can differ dramatically according to financial systems and functions. Here are discussed the major asset management sectors—pension funds, mutual funds, alternative investment vehicles, and private wealth management. Despite the complexity of the industry, common threads run through the discussion—growth, risk, and cost—that cannot be ignored by asset managers hoping to be sustainably profitable. What is required to excel includes distribution in leading markets, product breadth and consistency, global money management expertise, and capital strength. Also needed are technological capability, marketing and customer service skills, defensible pricing, low-cost production, and a strong brand. All these characteristics must be rooted in an affirmative culture with cohesive senior management and a talented and motivated staff. |
| asset management distribution channels: Distribution Channels Julian Dent, 2008 Distribution Channels examines the chain that makes a product available for market and how this can be used for optimum product delivery. Includes accessing and servicing markets and customers, controlling brands, building the value proposition and creating differentiation. |
| asset management distribution channels: Institutional Investors in the New Financial Landscape OECD, 1998-10-07 This publication gives a comprehensive overview of the major driving forces behind recent trends, future prospects, financial market implications as well as regulatory and supervisory challenges related to the rise in institutional assets. |
| asset management distribution channels: Digital Asset Management David Austerberry, 2012-07-26 The second edition focuses on the media and entertainment sector (M&E), with more information relevant to encompass broadcasters migration to file-based production. New technology and new products are also included and there is more detail on systems integration and product examples, plus extra case studies. New content includes: - Storage management where several products have been designed for the special needs of the media business. - XML and web services. - New case studies. |
| asset management distribution channels: Proceedings of IAC-MEM 2015 in Vienna group of authors, 2015-11-09 Proceedings - International Academic Conference on Management, Economics and Marketing in Vienna 2015 |
| asset management distribution channels: Plunkett's Investment & Securities Industry Almanac 2006: The Only Complete Guide to the Investment, Securities, and Asset Management Industry Jack W. Plunkett, 2006 A key reference tool covering the investment and asset management industry, including trends and market research. Provides industry analysis, statistical tables, an industry glossary, industry contacts, thorough indexes and in-depth profiles of over 300 leading companies in the industry. Includes CD-ROM. |
| asset management distribution channels: Strategic Portfolio Management Katy Angliss, Pete Harpum, 2022-12-30 This book provides a powerful insight into strategic portfolio management and its central role in the delivery of organisational strategy, maximisation of value creation, and efficient allocation of resources and capabilities to achieve organisational strategic objectives. The book makes a valuable contribution to the development of thinking on the translation of strategy into actionable work. Whether you are a senior manager building a high-performing strategic portfolio for your organisation or an academic searching for new perspectives on strategy execution through portfolio management, you will find great significance in this book. Twenty-eight chapters in four sections provide multiple perspectives on the topic, with in-depth guidance on organisational design for strategic portfolio management and covering all process, capability, and leadership aspects of strategic portfolio management. The book includes several detailed case studies for the effective deployment of strategic portfolios, bringing together theory and practice for strategic portfolio management. This book is particularly valuable for advanced undergraduate and postgraduate students of project and portfolio management, strategic management, and leadership who are looking to expand their knowledge within the multi-project environment. Highly practical and logical in its structure, it also shows project management professionals how to effectively manage their business portfolios and align this with their business strategy. |
| asset management distribution channels: Practical Handbook on European Financial Passports Ronan Le Bouc, 2019-10-15 Since the creation of the European market, EU financial regulators have set up a unique model of different passports for financial products and services. The EU concept of the financial passport has been a real innovation in the realm of international finance. This advanced legal tool is becoming more and more important in the world fund industry. This book is the first to address this topic. It is a unique reference work that gives a holistic view of the development of the financial passport inside and outside the EU. As a concise handbook, it offers a clear idea of the concept and reviews all financial passports throughout the world. It also assists the reader in using the relevant passports by providing quick access to various legal references. In addition, it offers a historical overview of different financial passports and describes the evolution of the operational processing and its impact on the value chain. Moreover, this version contains a specific part dedicated to third countries, including paths that might be used after the Brexit. The book is intended for lawyers, students and those wishing to expand their knowledge. The author is a senior consultant to a major European banking group. As part of business management studies in Paris and New York, he developed a forwardlooking vision for financial passports and has notably supported South American financial regulatory authorities. He established, among others, a dedicated global passport service with a capacity of more than five hundred administrated financial vehicles. In line with regulatory developments, particularly in the EU, he is supporting founders of important funds who are interested in using passports to gain a competitive advantage and grow faster. |
| asset management distribution channels: MBA in Finance - City of London College of Economics - 10 months - 100% online / self-paced City of London College of Economics, Overview You will be taught all skills and knowledge you need to become a finance manager respectfully investment analyst/portfolio manager. Content - Financial Management - Investment Analysis and Portfolio Management - Management Accounting - Islamic Banking and Finance - Investment Risk Management - Investment Banking and Opportunities in China - International Finance and Accounting - Institutional Banking for Emerging Markets - Corporate Finance - Banking Duration 10 months Assessment The assessment will take place on the basis of one assignment at the end of the course. Tell us when you feel ready to take the exam and we’ll send you the assignment questions. Study material The study material will be provided in separate files by email / download link. |
| asset management distribution channels: Institutional Banking for Emerging Markets Wei-Xin Huang, 2007-04-04 In today's competitive banking industry, institutional banking is attracting greater interest. Under the globalization umbrella, inter-bank business is undergoing dynamic change and is transcending the boundaries of traditional correspondent banking. In today's climate, no bank, regardless of size, can grow without the cooperation of other banks and no bank can hope to survive and prosper without utilizing emerging markets. Institutional banking in emerging countries has some unique functions: for example, problem solving is heavier and more crucial in emerging markets than in developed countries, given the irregularity of the market and non-transparency of the financial/legal systems. Moreover, it is particularly necessary to forge good relationships, day-to-day contact and personal communication, to provide better chances for product marketing and risk management. Products are therefore tailor-made and adapted as the situation dictates, a successful lesson for one case in one country cannot necessarily be repeated in another. Huang provides a systematic framework for the subject combining both principles and practice. The direct experience of the author, allows him to write authoritatively about the subject with academic vigour as well as a large amount of practical knowledge which only a practitioner can provide. The book contains numerous real life examples and case studies to allow the reader an insight into how Institutional Banking actually works in the real world. The book also contains a supplementary CD which includes chapter summary's and further information. Note: CD-ROM/DVD and other supplementary materials are not included as part of eBook file. |
| asset management distribution channels: Executive MBA (EMBA) - City of London College of Economics - 10 months - 100% online / self-paced City of London College of Economics, Overview An EMBA (or Master of Business Administration in General Management) is a degree that will prepare you for management positions. Content - Strategy - Organisational Behaviour - Operations Management - Negotiations - Marketing - Leadership - Financial Accounting - Economics - Decision Models - Data Analysis - Corporate Finance Duration 10 months Assessment The assessment will take place on the basis of one assignment at the end of the course. Tell us when youfeel ready to take the exam and we’ll send you the assign- ment questions. Study material The study material will be provided in separate files by email / download link. |
| asset management distribution channels: FinTech Innovation Paolo Sironi, 2016-09-26 A survival guide for the FinTech era of banking FinTech Innovation examines the rise of financial technology and its growing impact on the global banking industry. Wealth managers are standing at the epicenter of a tectonic shift, as the balance of power between offering and demand undergoes a dramatic upheaval. Regulators are pushing toward a 'constrained offering' norm while private clients and independent advisors demand a more proactive role; practitioners need examine this banking evolution in detail to understand the mechanisms at work. This book presents analysis of the current shift and offers clear insight into what happens when established economic interests collide with social transformation. Business models are changing in profound ways, and the impact reaches further than many expect; the democratization of banking is revolutionizing the wealth management industry toward more efficient and client-centric advisory processes, and keeping pace with these changes has become a survival skill for financial advisors around the world. Social media, big data analytics and digital technology are disrupting the banking industry, which many have taken for granted as set in stone. This book shatters that assumption by illustrating the massive changes already underway, and provides thought leader insight into the changes yet to come. Examine the depth and breadth of financial technology Learn how regulations are driving changing business models Discover why investors may become the price-makers Understand the forces at work behind the rise of FinTech Information asymmetry has dominated the banking industry for centuries, keeping the bank/investor liability neatly aligned—but this is changing, and understanding and preparing for the repercussions must be a top priority for wealth managers everywhere. Financial Innovation shows you where the bar is being re-set and gives you the insight you need to keep up. |
| asset management distribution channels: Global Asset Management M. Pinedo, I. Walter, 2013-08-29 This book focuses on all major aspects of the asset management industry including its regulations, strategies, processes, applied technologies and risks. It provides a serious resource for readers seeking greater depth and alternative opinions on specific industry developments, and breadth for specialists interested in the dynamics of the industry. |
| asset management distribution channels: The Chinese Stock Market Volume I S. Cheng, Z. Li, 2014-12-15 Both quantitative and qualitative analysis is used to review China's stock market in a book containing the latest research on China's IPO market, the 2006-07 market bubble, the development of institutional investors, the stock index futures market, stock sector performance, corporate governance of listed firms and China's growth enterprise market. |
| asset management distribution channels: Robo-Advisory Peter Scholz, 2020-12-28 Robo-Advisory is a field that has gained momentum over recent years, propelled by the increasing digitalization and automation of global financial markets. More and more money has been flowing into automated advisory, raising essential questions regarding the foundations, mechanics, and performance of such solutions. However, a comprehensive summary taking stock of this new solution at the intersection of finance and technology with consideration for both aspects of theory and implementation has so far been wanting. This book offers such a summary, providing unique insights into the state of Robo-Advisory. Drawing on a pool of expert authors from within the field, this edited collection aims at being the vital go-to resource for academics, students, policy-makers, and practitioners alike wishing to engage with the topic. Split into four parts, the book begins with a survey of academic literature and its key insights paired with an analysis of market developments in Robo-Advisory thus far. The second part tackles specific questions of implementation, which are complemented by practical case studies in Part III. Finally, the fourth part looks ahead to the future, addressing questions of key importance such as artificial intelligence, big data, and social networks. Thereby, this timely book conveys both a comprehensive grasp of the status-quo as well as a guiding outlook onto future trends and developments within the field. |
| asset management distribution channels: Institutional Investors E. Philip Davis, Benn Steil, 2004-01-30 One of the most important recent developments in financial markets is the institutionalization of saving associated with the growth of pension funds, life insurance companies, and mutual funds. An increasing proportion of household saving is now managed by professional portfolio managers instead of being directly invested in the securities markets or held in the form of bank deposits. With the aging of the population and its adverse impact on public pension systems, the shift of individual savings to institutional investors is likely to become even more marked in the coming years. This book provides a comprehensive economic assessment of institutional investment. It charts the development and performance of the asset management industry and analyzes the implications of rising institutionalized saving for the development of the securities trading industry, the financial sector as a whole, and the wider economy. The book draws extensively on international experience, particularly in the United States, Western Europe, and Japan. |
| asset management distribution channels: Real Estate Finance Wolfgang Breuer, Claudia Nadler, 2013-11-08 This special issue offers an interesting overview of the status quo of (German) research in real estate finance. It might also contribute to real estate research moving from a research niche closer to the center of academic interest. |
| asset management distribution channels: Investment and Portfolio Management Ian Pagdin, Michelle Hardy, 2017-11-03 For students of finance at both undergraduate and postgraduate level, or those preparing for professional examinations, Investment and Portfolio Management develops knowledge and understanding of the key financial products, investment strategies and risks in financial markets in the UK and internationally. With an emphasis on practice, Investment and Portfolio Management presents the theory and its relevance and application in the financial workplace. The authors draw on their experience working in the financial sector to illustrate concepts with case studies, examples and problems, including material relevant to candidates studying for professional examinations offered by the major professional bodies in the subject area (Charted Institute of Investment, CII & Chartered Institute of Securities and Investment, CISI). Each chapter is written in an easy-to-follow style, allowing readers to navigate their way through different topics without issue, avoiding complicated technical jargon, in favour of simpler terms and writing style. To meet the criteria for those studying for academic and professional courses, links are provided to more in-depth material and in-chapter features to encourage self-directional learning. Online supporting resources for this book include lecture slides and figures from the book. |
| asset management distribution channels: Resilience, Dynamism, Trust: 50 Landmark Statements By Mas Leaders Monetary Authority Of Singapore, 2021-10-04 The Monetary Authority of Singapore (MAS) is Singapore's central bank and integrated financial regulator. As a central bank, MAS promotes sustained, non-inflationary economic growth through the conduct of monetary policy and close macroeconomic surveillance and analysis. It manages Singapore's exchange rate, official foreign reserves, and liquidity in the banking sector. As an integrated financial supervisor, MAS fosters a sound financial services sector through its prudential oversight of all financial institutions in Singapore — banks, insurers, capital market intermediaries, financial advisors and financial market infrastructures. It is also responsible for well-functioning financial markets, sound conduct, and investor education. MAS also works with the financial industry to promote Singapore as a dynamic international financial centre. It facilitates the development of infrastructures, adoption of technology, and upgrading of skills in the financial industry.This 50th anniversary compilation provides convenient access to the thinking behind MAS' policies and strategies as they have evolved, through 50 landmark statements by its leaders. |
| asset management distribution channels: Marketing Channels Louis W. Stern, Adel I. Ansary, 1988 The Fifth Edition of Marketing Channels shows readers how to design, develop and maintain effective relationships among channel members to achieve sustainable competitive advantage by using both strategic and managerial frames of reference. It emphasizes strategies for planning, organizing and controlling the alliances among the institutions, agencies and in-house units that bring products and services to market. The text focuses on the way in which marketing channels can provide customer service--both for the end-users they serve and the organizations that comprise them. |
| asset management distribution channels: Investment Analysis & Portfolio Management Frank K. Reilly, Keith C. Brown, Brindha Gunasingham, Asjeet Lamba, Dr Frank Elston, 2019-11-19 This first Asia-Pacific edition of Reilly/Brown’s Investment Analysis and Portfolio Management builds on the authors’ strong reputations for combining solid theory with practical application and has been developed especially for courses across the Australia, New Zealand, and Asia-Pacific regions. The real-world illustrations and hands-on activities enhance an already rigourous, empirical approach to topics such as investment instruments, capital markets, behavioural finance, hedge funds, and international investment. The text also emphasises how investment practice and theory are influenced by globalisation. |
| asset management distribution channels: Hedge Fund Investment Management Izzy Nelken, 2005-12-12 There has been a tremendous growth in the Hedge Fund industry in recent years. It is estimated that there are more than 8000 Hedge Funds in the US alone. They have grown in popularity since the bear market of the early 2000s which convinced many people that they cannot just own stocks outright or inside mutual funds. Most investors understand mutual funds. They understand that the manager selects stocks and buys them. They also understand why they made (or lost) money in their mutual fund investments. The same thing cannot be said about Hedge Funds which come in a variety of flavors. Even savvy investors are often hard pressed to explain the sources of return on their Hedge Funds. This book should be read by anyone who has invested in, or is considering an investment in, a Hedge Fund and also by anyone who is considering starting one. The book explains the different types of funds as well as covering the key issues in every type of Hedge Fund. This book covers the entire gamut of the Hedge Fund industry. The authors explain the different styles of Hedge Funds (e.g. market neutral, convertible bond arbitrage, fixed income arbitrage and many more) and include a summary for each style of fund. The book also explains what a fund of funds is, and covers the recently introduced capital guarantees and describes the capital preservation concerns that are faced by investors. |
| asset management distribution channels: Plunkett's Investment & Securities Industry Almanac Jack W. Plunkett, 2008 The investment and securities industry is rebounding from the dismal markets of the early 2000s. Improved corporate profits, low interest rates and efforts to improve corporate governance have led the way, despite recent scandals in the mutual funds industry. Meanwhile, the investment industry is increasingly a global business. This is partly due to the needs of multinational corporations to list their stocks or issue debt in more than one nation. For example, ADRs (American Depository Receipts) are increasingly popular instruments. Cross-border investments and acquisitions continue at a rapid pace. Discount brokerages are enjoying improved levels of trading, while investment banks are developing new ways to create lucrative fees. This carefully-researched book (which includes a database of leading companies on CD-ROM) is a complete investments, securities and asset management market research and business intelligence tool -- everything you need to know about the business of investments, including: 1) Investment banking, 2) Stock brokers, 3) Discount brokers, 4) Online brokers, 5) Significant trends in financial information technologies, 6) Asset management, 7) Stock ownership by individuals and households, 8) 401(k)s and pension plans, 9) Mutual funds, 10) ETFs (Exchange traded funds), 11) ECNs (Electronic Communication Networks), 12) Developments at the NYSE and other exchanges. The book includes a complete chapter of vital industry statistics, an industry glossary, a complete list of industry contacts such as industry associations and government agencies, and our in-depth profiles of more than 300 leading firms in the investment and asset management business. A CD-ROM database of these firms is included with the book. |
| asset management distribution channels: The Business of Investment Banking K. Thomas Liaw, 2011-11-01 A comprehensive overview of investment banking for professionals and students The investment banking industry has changed dramatically since the 2008 financial crisis. Three of the top five investment banks in the United States have disappeared, while Goldman Sachs and Morgan Stanley have converted to commercial banking charters. This Third Edition of The Business of Investment Banking explains the changes and discusses new opportunities for students and professionals seeking to advance their careers in this intensely competitive field. The recent financial regulation overhaul, including the Dodd-Frank legislation, is changing what investment banks do and how they do it, while the Volcker rule has shaken up trading desks everywhere. This new edition updates investment banking industry shifts in practices, trends, regulations, and statistics Includes new chapters on investment banking in BRIC countries, as Brazil, Russia, India, and China now account for a quarter of the global economy Explains the shift in the listing of securities away from New York to various financial centers around the world, and how major exchanges compete for the same business This new edition, reflecting the current state of the investment banking industry, arrives in time to better serve professionals wanting to advance their careers and students just beginning theirs. |
| asset management distribution channels: Sales and Marketing Channels Julian Dent, Michael White, 2018-04-03 Analyze, plan and manage profitable channels to market with this economic framework, ensuring maximum leverage of channel partners at every stage of the go-to-market process, with this fully revised third edition of the global bestseller, Distribution Channels - an essential toolkit for strategizing new and existing routes to market. Unprecedented upheavals in routes-to-market are challenging businesses of all types. Products are becoming services, online and offline channels are integrating, and new distribution channels are dictating terms to producers. Placing market access at the heart of business and marketing strategy, this revised edition of Sales and Marketing Channels (originally Distribution Channels) addresses emerging business models and buying behaviours with practical steps, offering an efficient structure to extract tangible commercial value from partner relationships. Often referred to as the Place P in the marketing mix, this book and its host of downloadable resources integrate innovative case studies like AirBNB, the largest seller of rooms without ownership of any; Transferwise, the peer-to-peer Forex; plus, the rise of online retailers like Amazon and ASOS versus the decline of traditional stores like Macy's or BHS. Other updates include: -The impact of cloud technology -Advancing consumer channels -Monetizing the distribution of intellectual property -Plus the evolving 'gig economy', led by Uber and Deliveroo |
| asset management distribution channels: Transfer Pricing and Financing Raffaele Petruzzi, Michael Lang, 2023-03-09 In recent years, the interpretation and implementation of transfer pricing regulations of intra-group transactions involving financing functions increased exponentially as one of the main priorities of both taxpayers and governments. This topic has also attracted the attention of international organizations since 1972, whereby an extensive guidance has been rendered by the OECD in the Transfer Pricing Guidance on Financial Transactions that became Chapter X of the OECD Transfer Pricing Guidelines in February 2020. Not long after, the United Nations included these topics in Chapter 9 of its Practical Manual for Developing Countries in 2021. This book’s comprehensive approach to the practical application of transfer pricing rules to specific types of financing transactions ensures an in-depth understanding of the taxation of these transactions between related parties. Chapters contributed by renowned academics and practitioners based also on the work of international organizations elucidate the complex interaction between transfer pricing and the following types of intra-group financial transactions: loans; financial guarantees; cash pooling; hybrid financing; factoring; captive insurance; and asset management. Each contribution contains a balanced mix of theoretical understanding and practical examples, including case studies and references to key case law. Aware that legal certainty in this area remains unachievable despite the relevant work so far of the OECD and the UN, this book aims to alleviate this deficiency with principle-based and practical knowledge on transfer pricing applied to financial transactions. Tax lawyers, in-house tax counsel, tax authorities, international organizations, business communities, advisory firms, and academics will welcome this matchless overview and guide to one of the most important topics in international taxation. |
| asset management distribution channels: The Future of Banking Benton E. Gup, 2002-09-30 The basic functions of banking—lending, deposit taking, and making payments—are constant. What changes are the forms banking takes in response to increases in competition, globalizaion, new laws, and emerging technologies. Among the most visible of these changes will be an increase in the consolidation and globalization of banking in the world's major trading countries. Now, prestigious academics and practitioners, including regulators from around the world, join Benton E. Gup in exploring these coming changes—and by doing so, define a global perspective on banking's future. They find that the consolidation of banking will persist on a global scale. Electronic banking in all its forms will increase in importance, and banking in mature economies will be even more different from what it is now in developing economies. While focusing on the financial system in the United States, Gup's panel of contributors also explores financial systems in Europe, Asia, and elsewhere. Like Gup, they predict that a small handful of very large banks will control a disproportionate share of bank assets. Their views provide an unusual survey of current thinking in the domains of banking and finance, and an important source of current information, background, and foresights for banking and finance practitioners, students, and academics. |
| asset management distribution channels: Plunkett's Insurance Industry Almanac 2006: The Only Complete Reference to the Insurance and Risk Management Indu Plunkett Research, Ltd, 2005-11 This carefully-researched book (which includes a database of leading companies on CD-ROM) is a complete insurance market research and business intelligence tool-- everything you need to know about the business of insurance and risk management. |
| asset management distribution channels: Plunkett's Insurance Industry Almanac Jack W. Plunkett, 2006-11 Covers the business of insurance and risk management, and is a tool for market research, strategic planning, competetive intelligence or employment searches. This book contains trends, statistical tables and an industry glossary. It also provides profiles of more than 300 of the world's leading insurance companies. |
| asset management distribution channels: The Vault College Career Bible , 2006 In this annual guide, Vault provides overviews of career paths and hiring trends for 2006 in major industries for college graduates. Industries covered include accounting, banking, consulting, consumer products and marketing, fashion, media and entertainment, government and politics, high tech, publishing, real estate, retail, and many more. |
| asset management distribution channels: Portfolio Management in Practice, Volume 1 CFA Institute, 2020-11-11 Portfolio Management in Practice, Volume 1: Investment Management delivers a comprehensive overview of investment management for students and industry professionals. As the first volume in the CFA Institute’s new Portfolio Management in Practice series, Investment Management offers professionals looking to enhance their skillsets and students building foundational knowledge an essential understanding of key investment management concepts. Designed to be an accessible resource for a wide range of learners, this volume explores the full portfolio management process. Inside, readers will find detailed coverage of: Forming capital market expectations Principles of the asset allocation process Determining investment strategies within each asset class Integrating considerations specific to high net worth individuals or institutions into chosen strategies And more To apply the concepts outlined in the Investment Management volume, explore the accompanying Portfolio Management in Practice, Volume 1: Investment Management Workbook. The perfect companion resource, this workbook aligns chapter-by-chapter with Investment Management for easy referencing so readers can draw connections between theoretical content and challenging practice problems. Featuring contributions from the CFA Institute’s subject matter experts, Portfolio Management in Practice, Volume 1: Investment Management distills the knowledge forward-thinking professionals will need to succeed in today’s fast-paced financial world. |
| asset management distribution channels: Portfolio Management in Practice, Volume 3 CFA Institute, 2020-11-10 Discover the latest essential resource on equity portfolio management for students and investment professionals. Part of the CFA Institute's three-volume Portfolio Management in Practice series, Equity Portfolio Management offers a fuller treatment of active versus passive equity investment strategies. This text outlines key topics in the portfolio management process with clear, concise language to serve as an accessible guide for students and current industry professionals. Building on content in the Investment Management and Equity Valuation volumes in the CFA Institute Investment Series, Equity Portfolio Management provides an in-depth, technical examination of constructing and evaluating active equity methods. This volume explores: An overview of passive versus active equity strategies Market efficiency underpinnings of passive equity strategies Active equity strategies and developing portfolios to reflect active strategies Technical analysis as an additional consideration in executing active equity strategies To further enhance your understanding of the tools and techniques covered here, don't forget to pick up the Portfolio Management in Practice, Volume 3: Equity Portfolio Management Workbook. The workbook is the perfect companion resource containing Learning Outcomes, Summary Overview sections, and challenging practice questions that align chapter-by-chapter with the main text. Equity Portfolio Management alongside the other Portfolio Management in Practice volumesdistill the knowledge, skills, and abilities readers need to succeed in today’s fast-paced financial world. |
| asset management distribution channels: Asset Management Excellence John D. Campbell, Andrew K.S. Jardine, Joel McGlynn, 2016-04-19 During the eight years since the publication of Maintenance Excellence: Optimizing Equipment Life-Cycle Decisions the business environment has changed drastically. Globalization, consolidation, and changes in technology challenge asset management and maintenance professionals to be more efficient. Globalization and consolidation have been particula |
| asset management distribution channels: Technology Distribution Channels Julian Dent, 2014-08-03 Using numerous real-life examples from global technology corporations, and with a foreword from Tim Curran the Chief Executive Officer of the Global Technology Distribution Council, Technology Distribution Channels explores the chain that makes technology products and services available for market and explains how to make the most of each step of the process. By defining the role and significance of the various partners involved, including distributors, wholesalers and final-tier channel players, it provides a clear understanding of the entire go-to-market process, whilst also explaining channel partners' business models and how to engage with them for effective market access. Technology Distribution Channels covers both the tactical and strategic dimensions of channel economics as well as containing information on accessing and servicing markets and customers, controlling brands, integrating web and online channels, building the value proposition and creating differentiation. As the only approved text book for the Global Technology Distribution Council's Accreditations, Technology Distribution Channels contains expert guidance for both the Certificate and the Diploma programs. Comprehensive and clear, Technology Distribution Channels provides readers with the knowledge needed to improve their business model to ensure maximum market exposure and successful product delivery. |
| asset management distribution channels: Plunkett's Companion to the Almanac of American Employers 2006: The Only Complete Guide to the Hottest, Fastest-Growing Mid-Sized Employers Plunkett Research Ltd, 2006-02 This new volume contains profiles of nearly 500 of the best, rapidly-growing mid-size employers of 100 to 2,500 employees. These are highly-successful companies, located nationwide, that are of vital importance to job-seekers of all types. |
| asset management distribution channels: Vault Guide to the Top Financial Services Employers Derek Loosvelt, 2006 From the author of the Vault Guide to the Top 50 Banking Employers, now in its 9th edition, this Guide profiles 55 employers, including American Express, AIG, Capital One, Fidelity, FleetBoston, GE Capital, Prudential, Vanguard Group, and Visa. The inside scoop on what it's like to work and what it takes to get hired there. Based on interviews and surveys of actual employees. |
| asset management distribution channels: Fundamentals of Transfer Pricing Raffaele Petruzzi, Giammarco Cottani, Michael Lang, 2022-06-20 This is Part Two of a crucially significant two-volume set on the nature of transfer pricing that fully elucidates how the growing body of applicable rules works in practice. The preceding volume, subtitled General Topics and Specific Transactions, focused on basic principles and specialized topics. This volume enlarges the scope of the first volume, particularly concerning industry specifics, regional considerations, the use of new technologies, and the intersection between transfer pricing rules and other disciplines. As in the first volume, stakeholding contributors from government, multinational companies, international organizations, advisory groups, and academia offer deeply informed perspectives, both general and specific, on the practical application of transfer pricing rules. With numerous examples and relevant international judicial precedents, the authors augment the first volume in such ways as the following: extended analysis of particular business sectors, including automotive, banking, consumer goods, insurance, IT, oil and gas, and pharmaceutics; specific jurisdictional coverage of the United States, the European Union, Brazil, China, and India; detailed presentation of the use of new technologies by both taxpayers and tax authorities; and further in-depth analysis of transfer pricing’s interaction with various fields of law. With this authoritative source of practical guidance, advisors, in-house practitioners, government officials, and academics worldwide will have all the details they need to move forward in tackling the complex aspects of the current transfer pricing environment. |
| asset management distribution channels: Asset Management Andrew Ang, 2014-07-07 In Asset Management: A Systematic Approach to Factor Investing, Professor Andrew Ang presents a comprehensive, new approach to the age-old problem of where to put your money. Years of experience as a finance professor and a consultant have led him to see that what matters aren't asset class labels, but instead the bundles of overlapping risks they represent. Factor risks must be the focus of our attention if we are to weather market turmoil and receive the rewards that come with doing so. Clearly written yet full of the latest research and data, Asset Management is indispensable reading for trustees, professional money managers, smart private investors, and business students who want to understand the economics behind factor risk premiums, to harvest them efficiently in their portfolios, and to embark on the search for true alpha. |
| asset management distribution channels: Retail Banking & Wealth Management - JAIIB Exam 2024 (Paper 4) - 15 Full Length Mock Tests (1500 Solved MCQs) with Free Access to Online Tests EduGorilla Prep Experts, 2024-06-01 • Best Selling Book for Retail Banking & Wealth Management (JAIIB Paper 4) with objective-type questions as per the latest syllabus given by the IIBF. • Retail Banking & Wealth Management (JAIIB Paper 4) Preparation Kit comes with 15 Practice Mock Tests with the best quality content. • Increase your chances of selection by 16X. • Retail Banking & Wealth Management (JAIIB Paper 4) Prep Kit comes with well-structured and 100% detailed solutions for all the questions. • Clear exam with good grades using thoroughly Researched Content by experts. |
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Utilization of Banks as Distribution Channels by Asset …
utilize banks as their major distribution channels for mutual funds. The study examined seven functions of a distribution channel: gathering of information, contacting, promotion, matching, …
The Future of Asset Management - Accenture
What will the asset management industry look like in 2025? What changes will we see in areas like brand, product, distribution, operations, and talent? What will be the impacts of leading …
Distribution 2 - Deloitte United States
This white paper explores how technology will reshape distribution throughout the asset management industry worldwide. Asset management has been slower than other financial …
INVESTMENT FUND DISTRIBUTION CHANNELS IN EUROPE
Investment funds are sold to retail investors through four main distribution channels. Direct sales channel: through this channel, fund managers distribute their funds directly to retail clients, …
Productivity and efficiency considerations for wealth and asset …
Wealth and Asset Management (WAM) industry dynamics are shifting at an increasing pace, driving investments in institutional capability and creating focus on cost to serve (bps / AUM). …
Investment Management Distribution Channels - Scotiabank
A broad selection of actively managed investment solutions from our innovative manufacturing platform. A powerful advisory and distribution network across Canada and Latin America. …
The global fund distribution ecosystem - Clearstream
Clearstream’s new Fund Desk distribution support services address this growing demand by helping asset managers to manage their compliance requirements, such as AML and KYC, …
Asset & Wealth Management Revolution - PwC
continuing realignment of existing distribution channels, and the development of new ones. This paper outlines our predictions for management and performance fees from now until 2025 and …
The digital fund distribution revolution opportunity through …
So how does fund distribution vary across markets? The EU – despite having a harmonised fund structure and a reasonably aligned regulatory regime in the form of UCITS and the Alternative …
role-of-technology-in-asset-management-distribution-2.0
Distribution 2.0: How Technology Will Redefine Relationships With Asset Management Clients. While the average firm budgets roughly 6.5 percent of its total distribution expense on the …
Investment Distribution Strategyfunds in Singapore - PwC
Our analysis of local markets, key distribution channels and current best practices will help you to develop a distribution strategy that will maximise your opportunities for success.
EFAMA Fund Fees in Europe
This report was commissioned by the European Fund and Asset Management Association (EFAMA). We are grateful for the input of the EFAMA TER working group members: ... Within the bank and …
Transformation of wholesale distribution - KPMG
Wholesale distribution companies across all segments are responding. Businesses that have not changed ... channels in which they can interact with customers by quickly evolving from the …
Utilization of Banks as Distribution Channels by Asset …
Distribution channels (also called physical distribution channels or sales channels or trade channels) constitute a vital component in effective sales management (Nag, 2013) as well as in the …
Digital Transformation in Asset Management— the State of Play
Asset management firms should focus their efforts on transforming these key areas: Here we look at the progress made so far in the activities underpinning transformation of these areas. 1. …
INVENTORY MANAGEMENT, DISTRIBUTION AND …
2 Inventory Management, Distribution and Partnership Training Africa Instore Solutions Ltd (AIS) is a training and consulting boutique based in Nairobi, Kenya. We specialize ... • Inventory is an asset …
Whitepaper – Applying AI in Asset Management Distribution
The core challenge for an Asset Management Distribution platform today lies in the fragmented nature of asset management data and legacy platforms’ inability to ... prospects, channels and …
Winning in wealth management - Bain & Company
of wealth management customers, analyzed Expansion Percent of mutual fund assets under management *Proxied by overall wealth management distribution channel breakdown Note: All …
Active ETFS: Achieving escape velocity - broadridge.com
Success hinges on robust distribution, particularly within Registered Investment Advisor (RIA) channels, which account for the majority of active ETF assets. Managers must align with the right …
Best practice for distribution oversight - Acolin
Distribution oversight is a key priority for asset managers and significant resource and activity is be- ... quires be put in place by the fund management company. Given that distribution is a key …
Amundi and CACEIS complete strategic partnership on fund …
on fund distribution platform Fund Channel London, 22nd May 2023 – Amundi, the leading European asset manager, and CACEIS, the asset servicing banking group of Crédit Agricole and Santander …
Feeding the Beast - BackBay Communications
and the breadth of mediums and distribution channels reflect the growing importance of thought leadership across asset management. Feeding the Beast Content marketing nearly ubiquitous …
How to govern changing business, operating and distribution …
The rise of digital channels and interactions, quickly evolving customer expectations and product needs, complex regulation and intense ... How to govern changing business, operating and …
Mackenzie Investments to Acquire GLC Asset Management …
Mackenzie Investments was founded in 1967 and is a leading investment management firm providing investment advisory and related services. With $140.4 billion in assets under …
Asset & Wealth Management Market Intelligence Digest - …
• The state of the asset & wealth management industry • The key trends shaping the future of the industry • Products that are in demand • Your competitors • Various types of investors and their …
Hardware Asset Management builds on Asset Management …
Extends Asset Management Core capabilities with prescriptive, automated features to increase asset data accuracy and process efficiencies throughout the asset lifecycle Contract …
ITALY: A GUIDE TO INTERNATIONAL FUND DISTRIBUTION
Key Distribution Channels Distributing UCITS in Italy Distributing AIFs in Italy Regulatory Authorities ... for 48bn which represented 4% of the Italian asset management market. The Italian UCITS and …
Investment Management Distribution Channels
A powerful advisory and distribution network across Canada and Latin America. Investment Management Distribution Channels 3rd Largest Wealth Management Business in Canada1,2 …
SINGAPORE - Amazon Web Services
Key Distribution Channels Distributing UCITS and AIFs Main Players in the Singapore Fund Market ... INTRODUCTION Singapore is a well-established international asset management and fund centre …
Productivity and efficiency considerations for wealth and asset …
5 Cost management focus: Define, communicate, and implement a culture of cost management Optimization L 6 Digitization and operational efficiency: Automate and digitise front, middle, and …
[THOUGHT LEADERSHIP | BNY MELLON] Asset managers
The asset management industry is undergoing a period of transformation, fuelled by changing customer behaviour, the emergence of new asset classes, and the wider adoption ... and …
Asset & Wealth Management 2025 - PwC
4 Asset & Wealth Management 2025 | The Asian Awakening Executive summary The APAC asset and wealth management (AWM) industry is expected to be the centre for global AuM growth in …
Asset & Wealth Management - JPMorgan Chase & Co.
Asset & Wealth Management overview ⚫Fiduciary responsibility: Dedicated to generating alpha for individuals, corporations, sovereigns and central banks for two centuries ⚫Broad, diversified …
The Distribution Function within Fund Management Companies
of the Asset Management & Investment Funds team in Ireland. Nicholas has in excess of twenty years' experience in the area of asset management and investment funds and has worked in both …
Five technology considerations for asset managers - Apex Group
The digital shift taking place in the asset management sector is not simply about enhancing operations, it is also about transforming business models and creating new ... marketing …
Asset & Wealth Management - Nordea
Strong Group internal distribution network . ... Net flow of assets managed by Asset Management, ESG categorised as article 8 and 9 funds. 2. Source: Nordea, H2 2021. ... Internal and external …
Momentum Group
management products • Asset Management vertical integration to exploit synergies between business units • Momentum Advice vertical integration • Align product and channel teams • …
Group strategy and operations - Prudential plc
multi-distribution platform. We operate our asset management business in China through CITIC-Prudential Fund Management Company Limited, a JV with CITIC with assets under management …
Unlocking the Greater Bay Area potential for Hong Kong and
growth for asset management businesses based in Hong Kong, in terms of investment management, advisory services and distribution. The industry proposes new initiatives to foster growth …
Building Cyber Resilience in Asset Management - KPMG
This section presents a view on how cyber security threats could potentially impact the asset management value chain. Figure 2 below presents an end-to-end example of an asset …
Prudential plc Strategic update
Aug 30, 2023 · For asset management businesses, it equates to post-tax operating profit for the year. 2. Assumes average exchange rates of 2022 and economic assumptions made by …
ServiceNow Hardware Asset Management
distribution channels to handle unique configurations. Track and manage hardware procurement from a unified dashboard in the Hardware Asset Workspace. Drive outcomes through ...
DISTRIBUTION CHANNELS AND FINANCIAL ADVERTISING …
place through a captive distribution network (i.e. bank branches and tied agents), the actions of the sell-side consultants could reduce the importance of the saver's sentiment in the decision to buy …
Asset & Wealth Management Market Intelligence Digest
consultants – 83% of them work for asset management companies, while the remaining 17% work for banks and independent financial advisors. Asset Manager A, the country’s largest asset …
Strategic report - Prudential plc
asset management in 15 markets. Top three position in nine life markets2. Low insurance and mutual fund penetration. Africa opportunity ... Our trusted brands and strong distribution …
Transamerica Life Insurance Company (Aegon) - Wespath …
NOT FOR FURTHER DISTRIBUTION. Certain securities may not remain in the portfolio at the time that you receive this report. Page 1 of 4 Transamerica Life Insurance Company (Aegon) Credit …
Powerful insights across the asset management industry
Broadridge Distribution Insight provides everything you need to make informed decisions 1. Best-in-class global data and analytics tools for asset management distribution 2. In-depth, unique, and …
230829 - EY-Parthenon - Asset tokenization - Transforming …
Factors driving the evolution of distribution channels… Distribution channel evolution …leading to changes in how to distribute funds and ecosystem structure Operating model (e.g., new …
Considerations for the Management of Operational Risks …
1. Distribution Risk embedded in the Operational Risk Management p.6 2. Overview of Distribution Models and Channels p.7 3. Categories of Distribution Risk p.7 IV. Identification of Distribution …
IAA Risk Book Chapter 9—Distribution Risks Sam Gutterman
Chapter 9—Distribution Risks Sam Gutterman 1. Executive Summary Each insurer uses one or more distribution channels to sell its products—insurance policies. These channels and their …
2024 EY Global Wealth Management Industry Report
Asset Management Leader LinkedIn Now Next Beyond Executive summary 2024 EY Global Wealth Management Industry Report: Rethinking the how 5. Why change is needed: setting the scene 1 6 …
Renewed appetite – Alts manager M&A heats up - KPMG
a more diverse range of products and strategies to investors, provide access to new distribution channels, and facilitate succession planning and the ability to retain top talent. ... — At its core, …
Asset & Wealth Management - JPMorgan Chase & Co.
1 Asset & Wealth Management overview ⚫Fiduciary engine of the Firm: Dedicated to alpha generation for individuals and institutions with ~200-year legacy ⚫Complement to other LOBs: …
INVESTMENT MANAGEMENT IN THE UK 2020-2021 - The …
Chart 74: Distribution of investment manager profitability (2020) 94 Chart 75: Industry headcount estimate vs. UK assets under management (2009-2019) 96 Chart 76: Direct employment by staff …
May 2024 - mminst.org
in the wealth management and retirement channels. He is a member of Russell Investments’ global executive committee, reporting directly to CEO Michelle Seitz, and is based in Seattle. ... Fidelity …
Transforming Automotive Parts Manufacturers
Difficulty in associating up-to-date product data with asset lifecycle in enterprise asset management. How Pimcore Solves: Facilitate enterprise asset management platform integration …
Key Asset Data for Drinking Water and Wastewater Utilities
ment of asset management programs BACKGROUND. The need to define asset data and PIs for drinking water and wastewater assessment man-agement has been identified by utilities and …
FLX Distribution adds Five Seasoned Professionals to Growing …
Launched in December 2019, FLX Distribution is a financial technology company focused on asset management distribution. Our vision is to be the premier, cost e!ective, and flexible distribution …
Reinventing Operations in Asset Management PoV - Accenture
likely to come from new products and distribution channels, but some firms are also looking to monetize capabilities beyond their product and asset management competencies. By licensing …
Asset Management: New Products, New Channels and New …
distribution channels. 83% of asset managers plan to deploy digital capabilities for product distribution. 91% of asset managers currently distribute via advisors and brokers, but new …
Asset Management: New Products, New Channels and New …
distribution channels. 83% of asset managers plan to deploy digital capabilities for product distribution. 91% of asset managers currently distribute via advisors and brokers, but new …
