Last year we sent out an email blast, the gist of which is that the RFP is dying.
At the end of 2020, the SEC finally released their new Advertising rules. What does this mean of investment data management & distribution?
When meeting and consulting with clients, most investment data specialists refer to 5 primary datasets managers need to populate in their investment database profiles:
As you know, the investment management industry is facing unprecedented headwinds...
When investment management firms outsource components of their back office business functions, they should have certain expectations.
Honestly, this piece could easily apply to any outsourcing relationship an investment manager might find itself contemplating;
Outsourcing your firm’s investment data management and distribution strategy is a liberating experience.
How do gatekeepers utilize the performance data? The same way managers do – it’s all about the search and assess process.
As we have explained in recent posts, the SEC has introduced new proposed guidelines for investment management advertising and marketing.