NetMeetings

Nov
7
2019
MMI NetMeeting - Changing the Conversation With Your Clients: Transitioning to Objectives-based Investing

November 7, 2019 | NetMeeting
12 PM ET

Based on the tenets of objectives-based investing, sound portfolio construction begins with aligning clients’ assets to their goals. To deliver successful outcomes, advisors and investors have to consider a broader array of risks and objectives than just tracking a benchmark.


Oct
8
2019
MMI NetMeeting - The Institutionalization of Asset Management Distribution

Replay | MMI NetMeeting

Asset management distribution organizations now face off against intermediary buyers – whether they be broker-dealer investment research teams, independent consultants, or individual advisory practices – with the sophistication of large institutional asset owners. As the investment process in the intermediary marketplace becomes more “institutionalized,” asset managers must adapt their retail distribution model and practices to survive and thrive.


Feb
27
2019
MMI NetMeeting - Discussion of Modern Wealth with Leading Platform Builders

Replay | NetMeeting

A shift is under way in the advisory industry, moving from discrete products, accounts, and technology tools to integrated household-level solutions. To examine this new trajectory in the delivery of financial advice, MMI has released a new research report, Modern Wealth: The Roadmap to Improved Investor and Advisor Outcomes.


Dec
5
2018
MMI NetMeeting - Lessons in Key Account Management from Other Industries

Replay | NetMeeting

The national account management (NAM) function at asset management firms has traditionally focused on securing and retaining product shelf space at key distribution partners. But the rapidly evolving dynamics of the manager/distributor relationship mean that NAM must evolve as well.


Nov
20
2018
MMI NetMeeting - Navigating Distributor Diligence Teams

Replay | NetMeeting

The rising influence of the home-office at broker-dealers is forcing asset managers to place more importance on covering the research teams within these groups. To provide better understanding of home-office research teams and how they function, MMI and FUSE Research Network teamed up to conduct a new research study focused on the dynamics of distributor due diligence teams.


Jun
15
2018
MMI NetMeeting - The State of Alternative Investments: A Global View

June 15, 2018 | NetMeeting

In this replay, a panel of industry experts share their insights and perspectives on the changing, expanding world of alternative investments.


Jun
14
2018
MMI NetMeeting - The Potential of Blockchain for the Wealth and Asset Management Industry

June 14, 2018 | NetMeeting

In this NetMeeting replay, Eamonn Maguire, Global Lead in Blockchain & Distributed Ledger Technologies for KPMG US, gives a primer on the key features of Blockchain technology and a case study of how Blockchain could help create value for the funds industry through cost savings and efficiencies in terms of speed and simplicity.