Browsing Tag
Asset Managers
8 posts
Victory Capital Adds Amundi US Under Strategic Partnership
Deal would make Paris-based Amundi a strategic shareholder of Victory Capital and includes reciprocal 15-year exclusive distribution agreements
April 17, 2024
U.S. Asset Managers Differ on Environmental, Social Impacts
New Morningstar data today analyzes ESG voting records and policy stances of 10 largest U.S. asset managers
March 6, 2024
How Asset Managers Can Get ‘Dabblers’ to Pursue More DC Business: Cerulli
Cerulli Edge report says asset managers should position themselves as strategic partners for broker/dealer-based advisors seeking to bridge their retirement plan and wealth businesses
February 21, 2024
Asset Management Websites Failing Advisors: J.D. Power
Overall advisor satisfaction scores with asset manager websites declines, and “are not meeting even the most basic needs of advisors”
November 2, 2023
CAMRADATA Highlights IWD with New Podcast
The podcast highlights the significance behind International Women's Day, especially in the asset management industry
March 8, 2023
Largest Asset Managers Dominate in Advisor Digital Experience
New J.D. Power research finds asset management websites have officially replaced wholesalers and legacy relationships as primary drivers of engagement with investment advisors
November 8, 2022
Ten Years Later: What have Target Date Funds Learned About Recessions and 401(k) Plans?
The global financial crisis is more than ten years in the rear-view mirror and equity markets have reached new highs. A spurt of volatility at the end of 2018 reminded us just how painful a 10% drawdown in one month... Article Sponsored by: Franklin Templeton
September 19, 2019
3 Reasons ESG Investing Lags Behind Interest
Cerulli Associates found plenty of interest in environmental, social and governance (ESG) investing, but far less action. Simply put,…
December 14, 2018