Boutique asset managers often debate which client segments offer the best potential. Too often, these firms swing for home runs, but there are also advantages to hitting singles and doubles. Read more »
Kurtosys developed this handy timeline of the most significant events that have shaped the mutual fund industry, featuring some lawful reforms, important fund launches and AUM landmarks. Read more »
Excited to switch to the new “notice-and-access” online publication delivery process? You’ll have to wait until January 2021 but Kurtosys shares how it works in a recent article. Read more »
It’s not uncommon for asset management firms to be highly concentrated, with a significant portion of their revenues coming from relatively few clients or products. From a business management standpoint, it is both risky and irresponsible. Just ask Northern Cross. Read more »
The unalterable trends transforming the asset management industry are forcing firms to question their business models with many scrambling to maintain relevance in an evolving value chain. Driven by the growth of low-cost investments and other pricing pressures, the long-entrenched dynamics of the advisor/asset manager relationship are changing. Read more »
At a time of rapid change, innovation and heightened competition, asset managers must invest in ways to better understand the needs of advisors and thoughtfully choose the right channels for interacting with them. Read more »
You have an online presence, either intentionally or unintentionally, or both. Go ahead and “Google” yourself or the name of your firm. Does anything come up on the first page of search results? Keep looking, you’re there, somewhere. Hopefully it is your website that shows up, and hopefully it is somewhere on the first couple of pages of the search. If not, consider these strategies so clients, prospects and other important people can find you easily. Read more »
A weakening market and increasing volatility are continuing to expose the soft underbelly of the asset management industry. After a decade of year-over-year growth in AUM, managers have reached a critical juncture where a transitioning market can no longer mask the lack of organic growth, which is vital to sustainable profits. What are managers to do? Read more »
M&A is still a hot topic and is a great growth (and exit) strategy for fund managers. We reached out to our friend Brad Hearsh, a senior advisor for UBS Investment Bank, for his insights into the consolidation in asset management and what’s driving valuations. Read more »
Getting in front of gatekeepers of institutional, wirehouse, broker-dealer and RIA firms is essential. But not all portfolio managers are prepared for the conversations. While anyone can get through a 30 minute meeting, increase the odds of a second meeting by avoiding these mistakes. Read more »
Boutique asset managers often debate which client segments offer the best potential. Too often, these firms swing for home runs, but there are also advantages to hitting singles and doubles. Read more »
Kurtosys developed this handy timeline of the most significant events that have shaped the mutual fund industry, featuring some lawful reforms, important fund launches and AUM landmarks. 
It’s not uncommon for asset management firms to be highly concentrated, with a significant portion of their revenues coming from relatively few clients or products. From a business management standpoint, it is both risky and irresponsible. Just ask Northern Cross. 
The unalterable trends transforming the asset management industry are forcing firms to question their business models with many scrambling to maintain relevance in an evolving value chain. Driven by the growth of low-cost investments and other pricing pressures, the long-entrenched dynamics of the advisor/asset manager relationship are changing. 
At a time of rapid change, innovation and heightened competition, asset managers must invest in ways to better understand the needs of advisors and thoughtfully choose the right channels for interacting with them. 
You have an online presence, either intentionally or unintentionally, or both. Go ahead and “Google” yourself or the name of your firm. Does anything come up on the first page of search results? Keep looking, you’re there, somewhere. Hopefully it is your website that shows up, and hopefully it is somewhere on the first couple of pages of the search. If not, consider these strategies so clients, prospects and other important people can find you easily. 
A weakening market and increasing volatility are continuing to expose the soft underbelly of the asset management industry. After a decade of year-over-year growth in AUM, managers have reached a critical juncture where a transitioning market can no longer mask the lack of organic growth, which is vital to sustainable profits. What are managers to do? 
M&A is still a hot topic and is a great growth (and exit) strategy for fund managers. We reached out to our friend Brad Hearsh, a senior advisor for UBS Investment Bank, for his insights into the consolidation in asset management and what’s driving valuations. 
Getting in front of gatekeepers of institutional, wirehouse, broker-dealer and RIA firms is essential. But not all portfolio managers are prepared for the conversations. While anyone can get through a 30 minute meeting, increase the odds of a second meeting by avoiding these mistakes.
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