11/18/2016
A definitive breakdown of the gloomy state of Wall Street
One bright spot is fixed income, currencies, and commodities revenues, which were up 36% in the third quarter and 2% year-to-date.
Comment, Analysis & Research
11/18/2016
Fitch: Investment Managers Could Face Performance Headwinds in 2017
From a financial metric perspective, Fitch-rated alternative IMs continue to exhibit strength, with average margins of 33.6%
11/18/2016
Marrying Analytics and CRM Systems Is Key for Targeted Marketing and Sales Initiatives
User analytics from websites are a highly valuable way to gather data on current or prospective clients, especially when they can be tied back into a customer relationship management (CRM) system.
11/17/2016
Why Some Single-Family Office Executives Become Wealthy
In order to potentially obtain the most focused effort from senior management, they must be properly incentivized
11/17/2016
Asset Management websites are overly complex and confusing
Pressure is mounting for all website content to be clear, concise and relevant. For example, the Plain Language Act of 2010 requires all US Federal agencies to communicate clearly.
11/17/2016
Create value in M&A transactions - Deloitte
Record deal activity has resulted in challenges for corporations and private equity (PE) firms considering mergers and acquisitions (M&A).
11/17/2016
OCIO Mandates Moving Upmarket: Providers Serving More Clients With Over $1 Billion AUM
More volatile capital markets, the low-return environment, and new regulations are driving a wider range of institutions to adopt an OCIO solution.
11/17/2016
St. James’s Place – “Verizon might take the number three spot in the digital market”
Why anti-internationalism will change investors’ thinking?
11/16/2016
The Trump factor: have markets got carried away?
Some investors question sharp reaction and caution waiting for policy details
11/16/2016
Middle Market CEO and CFO Pay Increases Show Momentum – BDO Study
Technology Tops Executive Pay, Healthcare, Real Estate and Energy Follows
11/16/2016
Liquidity Management Top Priority for Fund Managers and Institutional Investors in New Market Environment
More than three-fifths of the survey respondents say current market liquidity conditions have impacted their investment management strategy
11/16/2016
Barclays' CEO sees 'political pressure' on Fed after U.S. election
Britain's vote to leave the European Union would be less impactful than the election of Trump on the global economy and markets
11/15/2016
Canada courts sovereign wealth for infrastructure bank sources
Investors seek alternatives to government bonds and volatile equity markets
11/15/2016
Technology Project Starts Set to Soar in 2017 as Asset Managers Adapt to Evolving Regulatory and Client Demands
Over 52% of asset management companies surveyed are planning to replace out-dated or legacy technologies in the next 12 months
11/15/2016
Remembering Jack Rivkin, Wall Street Research Giant
The firm was ranked 15th a humiliating dead last in the Institutional Investor annual survey.
11/15/2016
PM touts stability as Canada competes with U.S. for investors in infrastructure
It also plans to create an Invest in Canada Hub to lure investment, and to relax restrictions on foreign investment.
11/15/2016
Technology Project Starts Set to Soar in 2017 as Asset Managers Adapt to Evolving Regulatory and Client Demands
Adapting to regulatory change was cited as a key driver of change by nearly 65% of respondents
11/14/2016
The wealthiest Americans have a new attitude about homebuying — and it has led to a crisis in the luxury market
The highest end of the American real-estate market has indeed seen a fair bit of softening over the past several months.
11/14/2016
Hedge Fund sees job link to Donald Trump win
The Brexit campaign had similar success on areas of Britain.
11/14/2016
Private equity's appetite for fund overdrafts balloons
A big majority of buyout firms use or intend to adopt overdraft facilities