Portfolio managers and analysts generally feel most comfortable interacting with highly sophisticated institutional consultants and wealth managers who are well versed in the highly technical and jargon-laded lingua franca of the investment world. But as many asset managers find themselves struggling to capture new inflows, they’re asking portfolio managers and analysts to communicate directly with Read more »Plain-speaking the language of retail investors
Posted by Dan Sondhelm
Portfolio managers and analysts generally feel most comfortable interacting with highly sophisticated institutional consultants and wealth managers who are well versed in the highly technical and jargon-laded lingua franca of the investment world. But as many asset managers find themselves struggling to capture new inflows, they’re asking portfolio managers and analysts to communicate directly with Read more »
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The webinar replay is available. 
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