Aligning Your Organization to Meet Changing Client Needs

Aligning Your Organization to Meet Changing Client Needs

As new product solutions, distribution strategies, and technologies transform the asset management industry, organizations must evolve to keep pace. “We are facing a lot of industry transformation on an ongoing basis,” Moderator Scott Smith, Director, Cerulli Associates, told attendees during a breakout session on the topic at NICSA’s Strategic Leadership Forum in Miami this month….

Identifying Growth Opportunities in an Evolving Asset Management Industry

Identifying Growth Opportunities in an Evolving Asset Management Industry

On Thursday, March 1, members attending NICSA’s Strategic Leadership Forum gained insight on emerging trends and opportunities for asset managers and fund companies from the perspective of a leading independent investment research company. Kunal Kapoor, CEO of Morningstar, shared his view on the influx of change in the industry with the 350+ asset management executives…

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