This presentation from the annual Competitive Challenges Conference covers how large, multi-product managers compete with small, boutique managers. Here are the key takeaways: Focus for larger...

This presentation from the annual Competitive Challenges Conference covers the headwinds facing active management, and characteristics of winning firms in a challenging environment.  

This presentation from the annual Competitive Challenges Conference reviews the shift in institutional client needs and managers. Learn about the evolution of distribution models from coverage...

This presentation from the annual Competitive Challenges Conference highlights the growth of outsourced relationships and the main reasons why institutional clients choose to outsource. Here are the...

This presentation from the annual Competitive Challenges Conference covers the demand for hiring for active management and the approach taken by managers to address the passive threat.  Here are...

This presentation from the annual Competitive Challenges Conference helps senior executives at asset management firms for leadership transitions. Here are the key takeaways: Manage the process...

Asian trade finance remains a buyers’ market, with companies able to secure rock-bottom pricing from a host of banks fighting to win their business. However, both banks and corporates are starting to...

The top five dealers in U.S. Treasuries handled 58% of client trading volume in 2016, and the top 10 a collective 85%. In 2009, just following the credit crisis, these numbers looked remarkably...

Total notional volumes for retail structured products distributed by U.S. firms held steady (on a matched set of accounts) at nearly $60 billion annually.

Sell-side trading desks have been upended by structural and cyclical changes. It is clear to most that the previous playbook doesn’t work all that well anymore, and revisions need to be made to...