NetMeetings

Nov
15
2017
MMI NetMeeting - Investors First: Rebuilding the Advice Business Around Client Needs

November 15, 2017 | NetMeeting
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As investor demand evolves towards outcome-based services rather than investment performance, the tools and offerings that wealth and asset managers should develop to strategically position themselves...


May
17
2017
Digital Consumers = Investors + Advisors: Getting Both Sides of the Equation Right

May 17, 2017 | NetMeeting
In an increasingly connected world, 'digital' has become a shorthand, catch-all phrase for a number of important elements in the transformation of the financial services industry as it drives toward a better future for both clients and advisors.


Apr
5
2017
MMI NetMeeting - Data Analytics: The Emerging Force in Financial Services

April 5, 2017 | NetMeeting 
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Hear a diverse panel of industry executives share their perspective on – and firsthand experience with – effective approaches to using data analytics and tools to view their businesses through a different lens.


Feb
15
2017
The CMO Challenge: Maximizing Brand Value

February 15, 2017 | MMI NetMeeting
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In an increasingly competitive marketplace, the marketing function is clearly emerging from the background and taking a more central role in the distribution efforts of wealth and asset management firms. 


Dec
13
2016
MMI All-Member Town Hall Web-Meeting

Watch the replay here. (Video - members only)
Listen in to hear Craig Pfeiffer and the MMI team review notable 2016 projects, major initiatives under way for 2017, and ways to get the most value from your firm's MMI membership.


Sep
28
2016
Liquid Alternatives: What Happened and What Comes Next

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Recent research from MMI and Dover Financial Research shows that investors pulled back from liquid alternatives in 2015 after several years of strong growth in the category.


Sep
14
2016
The Rise and Fall of New Funds: Why Some Succeed and Others Don't

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Morningstar's Quantitative Research team has identified some specific factors that help new funds succeed, as well as common pitfalls that hold them back.


Jul
19
2016
Getting the Most Out of Analytics: Streamline Your Business; Grow the Bottom Line

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Over the past decade, the asset and wealth management industries have invested heavily in data and analytics. But most firms are not yet taking full advantage of these tools and their capabilities to more effectively manage...


Jul
14
2016
Brexit: Implications for U.S. Asset Managers

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Experts from Morgan, Lewis & Bockius discuss the implications for U.S. asset managers in the wake of the United Kingdom's vote to leave the European Union...


Jun
8
2016
NetMeeting - Making Impact Investing Viable

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Supplemental Presentation (PDF)
The momentum around impact investing continues to reach new heights, and interest from clients -...