Analysis

Exclusive: Harbor exploring fund & vehicle additions to lineup

Leaving harbor: the firm is testing unfamiliar waters as it aims to meet evolving investor needs

James Connington 12 October, 2018

Distribution chiefs on engaging the adviser of the future

Asset managers will have to expand their core offering beyond investment strategies to win over advisers

James Connington 8 October, 2018

Clean share class distribution remains a challenge

Brokering revenue-sharing deals with distributors and handling conversation around sub-TA fees are some of the top challenges asset managers face with clean shares

Rheaa Rao 8 October, 2018

DWS mulls climate risk, green bond funds

Fund group is the latest to bolster its processes and product line around responsible investing

Milana Vinn 1 October, 2018

AXA focuses on women’s retirement needs with segmented comms

Firm going beyond traditional venues for participant education; hired consultant to tailor outreach

Noah Zuss 1 October, 2018

Aberdeen Standard plots 2018 ETF entry, smaller-scale M&A

Firm trying to create differentiated ETFs, evaluating reach of robo-adviser post-merger

Dervedia Thomas 25 September, 2018

Impact takes centerstage in Nuveen ad campaign

CMO Marty Willis says ads highlight how firm’s investments affect the world, aim to showcase full product range

Julie Mansmann 25 September, 2018

Ivy rethinks adviser segments, plans comp changes

Firm hires industry vet to target intermediaries, looks to AI to boost intel

Rheaa Rao 17 September, 2018

AllianzGI unveils brand slogan, plans ads

Firm emphasizing commitment to active management in marketing materials, at brand roadshows

Julie Mansmann 17 September, 2018

Edward Jones Bridge Builder funds swell 50% YOY

National adviser firm sees $10bn in inflows into internal funds in the last four months

Rheaa Rao 10 September, 2018

RKs tailor services for small plan sponsors

New fiduciary, administrative and flexible offerings cater to small-biz needs

Noah Zuss 10 September, 2018

SSGA shakes up ETF distribution strategy

Sue Thompson says firm is creating new client segments, integrating technology into sales process

Julie Mansmann 4 September, 2018




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