About the author: Hunter Lewis is co-founder and former CEO of global investment firm Cambridge Associates. He is currently chief investment officer of Hunter Lewis LLC. As a co-founder of a firm that ...
What data helps investment managers spot opportunities in volatile markets? We explore how alternative and unstructured data, ...
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Asset Management vs. Wealth Management
Asset management primarily involves portfolio construction and management. Wealth management includes aspects of financial planning—such as taxes, charitable donations and portfolio management. When ...
As competition intensifies across the asset management industry, it's clear that traditional business models are being redefined. To earn a seat at the table with advisors and institutional investors, ...
As an asset manager, understanding how institutional asset owners and investment consultants evaluate you is crucial to your success. In this article, we break down the key factors they consider ...
The asset management industry is undergoing a profound transformation driven by technological innovation, shifting investor preferences, and evolving market dynamics. To thrive in this new environment ...
This article appears courtesy of Global Investor. GLOBAL INVESTOR: What do asset managers need to do to stay profitable in the next decade? Paul Bateman, CEO, JP Morgan Asset Management: Performance ...
Once the playground of quant-based asset managers, artificial intelligence is seeing much greater adoption across the industry, according to new research from Mercer Investments. According to the ...
Managing an investment portfolio can be challenging for financial advisors and investors who handle multiple accounts and asset classes. As the financial industry becomes more digital, many ...
Learn more about the roles, services and client focuses of asset and wealth managers Written By Written by Staff Senior Editor, Buy Side Miranda Marquit is a staff senior personal finance editor for ...
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