Sales & Marketing

News on product developments by peers and adviser/analyst reaction to them, informed analysis on distribution and advertising strategies of leading fund groups and intelligence on where flows are going and why

• News and analysis on new product developments accompanied by informed independent commentary assessing their likely impact
• Interviews with leading sales and distribution professionals offering competitor intelligence on the tactics, team structures and priorities of the sector’s biggest names.
• Analysis of where the money is going and where it is leaving, allowing fund groups to benchmark where they stand in the fund flows game, understand the winners and losers and isolate opportunities for growth
• In-depth coverage of advertising and marketing campaigns executed by leading fund groups in a world of increasing digitization and content-driven ads

Distribution

Discover actionable intelligence on investment approaches guiding key allocators, their decision-making processes and how evolving technology, regulations and market trends are shaping the distribution landscape.

• Actionable intelligence on the investment approaches being taken by key allocators including wirehouses, large RIAs, DCIOs, regional BDs, Tamps and ETF strategists.
• Informed analysis of evolving trends in the distribution space, driven by both the demands of regulators and investors, and the impact these will have on the sales strategy of fund complexes.
• A breadth of coverage which includes a strong focus on the private wealth, family office and HNW space and opportunities for asset managers to build long-term relationships in these fruitful areas
• Strong coverage of the way technology is changing the interface between fund groups, distributors and the end investor, including the impact of robo-advisers and online investing tools

Business Strategy

Guide strategic decision-making with in-depth coverage of wide-ranging industry trends, developing opportunities, business threats, CEO interviews and coverage of key M&A activity to give you the full picture of an evolving sector.

• Fund group CEOs and other C-suite business leaders in their own words setting out their strategy, views on growth opportunities and structural changes being undertaken
• Analysis of how fund group leaders are handling wider industry trends and the impact big decisions will have on the running of modern fund complexes
• The informed views of respected independent consultants, analysts and other industry experts on the threats and opportunities facing the sector.
• Detailed coverage of M&A activity taking place in the sector and analysis of the impact of current and future deals

Wealth Management

Gain exclusive insight into the HNW, UHNW and family-office space, including manager selection processes, as evolving business models, advancing technology and increasing professionalism reshape these valuable segments.

• Latest developments in the world of single and multi-family offices, top-end RIAs and private banks
• Community and networking opportunities through our Private Asset Management brand
• Interviews with leading wealth management names, discussing evolving business models, advancing technology and investment
• In-depth analysis on the shifting wealth management landscape, including the professionalization of the family office space and growing power of independent firms

Product Development

Description from Editorial: “Monitor the product development strategies of leading asset managers when it comes to new launches, closures, evolving fund structures, product revamps and fee innovations.