The Road to AUM: Foreword

The Road to AUM: Foreword

Got performance? Seeking assets to manage? Frustrated by the youthful research professionals across the table who “just don’t get it” while seeming to control billions? Managers are often challenged by the process of asset gathering. Why doesn’t the market recognize the firm’s value? Where is the AUM? Here is a big idea. Let’s ask these… Read More


Resources At Work: Getting Help In Key Areas of Institutional Qualification

Managers need lots of resources to succeed in the asset management business. Often, a combination of internal and external resources is the best solution to ensure that firms have the necessary bandwidth and expertise to meet institutional qualification standards. Firms must carefully vet the capabilities of their in-house team, and then determine what is needed. Here are a few areas in which resources are best addressed head on to ensure effective business management. These areas are also good candidates for outsourced experts who can step in quickly:
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Our World Has Changed

Our World Has Changed

Technology and the globalization of our economy have together proven to be great equalizers in the field of marketing, creating efficiency and access that has largely leveled the playing field worldwide. This has created its own equal and opposite chaos in the realm of data overload and cyber risk, further complicated by the very fact… Read More


Who Are Institutional Buyers?

Who Are Institutional Buyers?

Institutions and institutional buyers can be defined as organizations with a structured research protocol and dedicated research resources. They are not solely separately managed account investors feeding major pension schemes; they include both global and regional organizations that provide product selection and oversight for a wide variety of institutional investors. Institutional investors include public pensions,… Read More


Marketing & Sales Are Different

Marketing & Sales Are Different

Marketing and sales are not the same. Formal definitions of each function are listed below: Marketing: According to the American Marketing Association Board of Directors, “Marketing is the activity, set of institutions, and process for creating, communicating, delivering, and exchanging offerings that have value for customers, clients, partners, and society at large.” Selling: According to… Read More