NFMA: Firm of the Future: Designing the Modern Investment Management Firm
Explore the top upcoming trends asset and wealth managers are experiencing around fixed income investing, as published on The Desk.
December 17, 2020
Originally published on NFMA.
As we’re digesting the events of the past year, investment management firms are looking forward to cultivating teams that outperform. Increased competition and volatility, along with low-interest rates, mean what has succeeded in the past will no longer suffice in the future; as technology has leveled the playing field in managing assets, clients are demanding higher returns, more transparency, and customization at lower fees. For firms who want to retain a competitive edge, transformation is a necessity.
Join IMTC’s webinar to hear what a modern investment management firm will look like and how to succeed in this new reality. Discussion topics will include how:
- Client expectations are driving the need to provide increased transparency, communication, and customized investing guidelines (i.e., ESG)
- New technologies are bringing innovation to firms and how designing a digital ecosystem for the future is a necessity to drive efficiencies and workflow improvements
- Team dynamics are shifting as technology transformation, and hybrid teams mean firms are prioritizing a new set of skills for team members
Panelists:
- Chris White: CEO of ViableMkts/BondCliq
- Melissa Pendergrass-Hoots: CEO of Falcon Square Capital
- Steve Liberatore: Fixed Income Portfolio Manager at Nuveen
Moderator: Lynne Funk: Innovation Editor at The Bond Buyer
Registration Link:
This paper is intended for information and discussion purposes only. The information contained in this publication is derived from data obtained from sources believed by IMTC to be reliable and is given in good faith, but no guarantees are made by IMTC with regard to the accuracy, completeness, or suitability of the information presented. Nothing within this paper should be relied upon as investment advice, and nothing within shall confer rights or remedies upon, you or any of your employees, creditors, holders of securities or other equity holders or any other person. Any opinions expressed reflect the current judgment of the authors of this paper and do not necessarily represent the opinion of IMTC. IMTC expressly disclaims all representations and warranties, express, implied, statutory or otherwise, whatsoever, including, but not limited to: (i) warranties of merchantability, fitness for a particular purpose, suitability, usage, title, or noninfringement; (ii) that the contents of this white paper are free from error; and (iii) that such contents will not infringe third-party rights. The information contained within this paper is the intellectual property of IMTC and any further dissemination of this paper should attribute rights to IMTC and include this disclaimer.
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