ENGLISH

Investment Firms: Trends and Challenges

By Langdon B. Wheeler , Guy Moszkowski , Robert L. Reynolds , Patricia C. Dunn , John H. Watts , Joachim Faber , Hilda Ochoa-Brillembourg , Susan B. Fowler , Richard S. Lannamann , Anne Casscells; Joseph C. McNay; William J. Nutt; Charles B. Burkhart

Book information

Publisher
AIMR (CFA Institute)
Year
2001
ISBN
0935015655, 9780935015652
Language
english
Format
PDF
Filesize
448 kB (459041 bytes)
Pages
52\52
Scanned
yes
Time added
2011-08-31 04:54:40

Description

The globalization of the investment management industry has led many firms to seek strategic partnerships or acquisitions and mergers to enhance their products, distribution, or market access. Technology has changed managers relationships with clients and the method in which products are delivered. This proceedings explores the impact of globalization and technology on asset management firms, financial advisors, and client expectations and examines how investment management firms can adapt to the rapidly changing competitive landscape while enhancing performance and client service. Proceedings of the AIMR seminar "Leading Your Firm into the Future"

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