Three Reasons to Consider a Rebrand, and Three Ways to Get It Right

Posted by Rubesh Jacobs on Wed, Sep 05, 2018

In 2017, 48% of Americans had “hardly any confidence” in Wall Street, according to the Cato Institute, and changing their perceptions in an era when confidence in financial services is still at historically low levels is risky. In the past few months, many asset managers have nonetheless attempted to do so by rebranding, but should they? On the one hand, a firm’s rebrand could end up feeding customers’ skepticism. On the other, it could have zero impact—an equally disheartening outcome.   


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Why You Might Be Impeding Your Organization’s Analytics Success (Or, a Brash Memo That I Never Sent)

Posted by Rubesh Jacobs on Fri, Jun 08, 2018

I wrote this memo to a C-level client and (thankfully) never hit the send button. After you read it, I’m sure you’ll agree that coaching and feedback discussions are best had in person. Later, I did exactly that in a casual setting, but nonetheless wanted to share the memo, which offers my views on how leaders can accelerate that analytics capability:

 


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The Mobius Test: What Will It Take for New Products to Succeed?

Posted by Rubesh Jacobs on Thu, Apr 12, 2018

Legendary funds manager Mark Mobius recently announced that he will be forming new environmental, social and governance (ESG) funds, investing in emerging and frontier markets. The Mobius name plus emerging markets equity and ESG sounds like a perfect recipe for a successful new fund family, but even this dream combination has to execute a perfect fund launch to get there.


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Build or Buy? Assessing Distribution Options for Alternative Funds

Posted by Rubesh Jacobs on Tue, Mar 27, 2018

The $61.3 billion multialternative funds category is a rapidly expanding market, growing a staggering seven times larger over the past 10 years. The Cerulli U.S. Intermediary Distribution 2017 report pegs the alternatives category with three percent of the nearly $18 trillion of advisor-sold assets in 2016,and most of those assets are sitting in the portfolios of high net worth investors with $2 million in investable assets or more, advised by registered investment advisors (RIAs). In an effort to grow, firms such as Apollo, Blackstone, Carlyle and others that initially brought their capabilities to institutions are looking for efficient ways of getting RIAs to invest in their products. The firms have built up their presence in the market for non-traded business development companies, real estate investment trusts, closed-end funds and interval funds over the past few years through a mix of joint ventures, acquisitions, subadvisory mandates and building their own sales apparatus.


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How Putnam Makes its Relationships With Financial Advisors More Personal

Posted by Rubesh Jacobs on Wed, Jan 03, 2018

To forge better relationships with financial advisors, asset managers need to make their interactions more personal. In ZS’s new research, we collected feedback from more than 350 financial advisors to understand how advisors and asset managers grow their relationships with each other. Creating mutual benefits is the best approach, which can be measured by a new metric: the connection quotient (CQ). CQ measures the extent to which asset managers get value from the relationship through increased access, more assets and more loyalty. Advisors benefit, as well, as better relationships help them make more informed decisions, become more successful and feel more valued.


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