End-to-end operational support in compliance, RFP and ESG functions to a global asset manager

End-to-end operational support in multiple areas to a US-based trillion-dollar asset manager

Streamlining Client Onboarding: Effective Solutions for Asset Managers

Making America Great Again 2.0 – What it means for Asset classes and Policy

Navigating global regulatory challenges in asset management – a CXO’s playbook

Comprehensive ESG Research support to a UK-based Asset Manager with $350bn in AuM

Net zero for asset managers – the ‘what’ and ‘how’

The importance of investment compliance in asset management

Middle-office operations for asset managers

Asset Backed Finance – An emerging frontier in Private Credit

Asset allocation research support to an institutional asset manager

Tradable credit portfolio rebalancing support to a global asset manager

Model enhancement support for US-based asset manager

Investment risk analytics and reporting support for global asset manager

Enhancing Compliance Efficiency for US-Based Asset Manager Through BEAT AdInspect

Converting marketing collateral to accessible digital documents for a global asset manager

Implementation of WCAG remediation solutions for a global asset manager’s regional website

Revolution in real assets: navigating the surge in infrastructure fundraising by private equity firms

Technology disruption analysis support to a global asset management firm

ESG investment analysis support to a UK-based asset management firm

Assisted an asset management firm in conducting comprehensive due diligence for informed investment decisions

Support to asset management firm in conducting on-the-ground channel checks for Japanese internet companies

Primary Market Research Services for Asset management

Forensic analysis as a source of alpha generation for hedge funds and asset managers.

Demand for safe-haven assets remains strong

Commentary/investment and MRFPs writing support for a Canadian asset manager

Five important findings on fund commentaries of top asset managers, 1Q 2024

Client portfolio management support to asset management firms

Setting up a sales operations team for a US-based asset manager

Product marketing data specialists in asset management

Supported a global energy trading firm in Financing / Refinancing / Credit Facilities / Assets Securitization

Pricing & Valuations: Real-time loan portfolio valuations support for a NY based asset manager

The ESG plan: shifting priorities in reporting for asset managers

Five important findings on fund commentaries of top asset managers

What will be the severity of the impact of expected GDP contraction across asset classes?

Setting up a multi-skilled client onboarding team for a UK-based asset manager

Supporting a niche consulting firm servicing asset managers and PE firms in developing ESG focused businesses

Key trends in asset management

The curious case of SVB’s collapse – the impact of bank failures on Fed rates and other asset classes

Content management support to a wealth and asset manager

Growing prominence of ESG in the asset management sector

Investment Management Analytics Using Data Science for Asset Management

Infrastructure support to alternative asset managers

Asset monetisation of India’s road infrastructure attracts institutional investors

Dedicated support on 70% of total ESG-focused RFP/DDQ volume for a top 20 global asset manager

Equity research support to a global asset manager

A new dawn for fixed income assets following an inflation-ravaged year

Renewed email marketing approaches for the asset managers of tomorrow

Web content management for asset managers – the dilemma

Creative Services for a U.S. Asset Manager

Enhanced Structure of Global Email Distribution for a US-based Asset Manager

Streamlining content and procedures to optimize web content and SEO for a global asset manager

Comprehensive Lead Scoring Solution to a Mid-sized Global Asset Manager

Leveraging social media to expand coverage of a Asset Manager’s campaign

Auditing Website SEO, Speed and Accessibility Metrics for a global asset manager

Leveraging search engine optimisation/paid ads to boost return on investment in asset management

Private debt gaining traction as an asset class

Compliance support for a PE arm of a large global asset manager

Seismic support to a Greenwich-based asset management firm

Modelling and screening support to a Swiss asset manager

Corporate actions, CLOs and trade operations support to a US-based public fixed income asset manager

Are asset and wealth managers well aligned with their sales support?

Research support on non-core cross-asset research coverage list for a European PWM

Cross-asset research solution for a European PWM

Support to a global asset manager with USD1tn in AUM across fund strategies

Natural language processing (NLP) support for ESG investing to a global asset manager (with USD700bn+ in AuM)

API-based access to analyst credit research model data for advanced analytics and visualisation for top-tier European asset manager

Advertising material review support to a British global asset management group

Importance of Lead Scoring to Gain Competitive Advantage for Asset Managers

Asset management industry – trends to watch for in 2022

Consultant database solutions for a Top 30 US-based asset manager

Consultant database solutions for a trillion dollar asset manager

Reporting solutions for an USD800bn asset manager

RFP solutions for a European asset manager

Consultant database solutions for a US specialist asset manager

DDQ support for a USD700bn asset manager

Presentation and pitchbook support for a Greenwich-based asset manager

Best Execution Forensic review for an EMEA Asset Manager

Growth of digital and robo-advisory platforms and their impact on the asset management industry

Model Risk Management (MRM) services for Asset Managers

Recordkeeping – a must for asset managers and broker-dealers

Democratisation of Alternative Assets Using Tokenisation

Asset-based Lending Outsourcing

Asset based lending portfolio transition and monitoring for a top-3 UK bank

The evolution of due diligence in the asset management industry

RFP writing for asset managers: Have you sharpened your pencil?

Asset managers should shift LIBOR transition planning into high gear

Trade allocation: Asset managers’ need for a robust Compliance function

Content marketing trends for asset managers: Powering transformation for your organisation to thrive in 2021

Adapting automation for remote working in the asset management industry

Impact of Brexit on asset management firms

ESG and impact investing: An asset management marketing operations perspective

LIBOR Transition: Implications for Asset Managers Holding Legacy Fixed Income Contracts

Asset Management Industry – Trends to Watch in 2021

Silver Linings Playbook for the Asset Management Industry

Goodwill – a fantasy asset

Silver Linings Playbook for the Asset Management Industry

Sukuk – A key asset class in the Islamic finance industry

An introduction to the Islamic finance industry and its key asset classes

The COVID-19 crisis and asset managers – Survival of the smartest

Leveraged Lending & CLOs – Asset managers reduce riskier exposure and focus on safety

Multi-functional Compliance Support for US-based Global Asset Manager

COVID-19 impact on Consulting Firms to pivot on restructuring and distressed assets

Launched a multi asset MRM team for a US Asset Manager

COVID-19 – From the asset management industry’s perspective

Rebranding a global asset manager

The next normal: Marketing and reporting strategy for asset and wealth managers in 2020

NLG – Catapulting fund commentaries for tomorrow’s asset manager

Investment Reporting Survey for Asset Managers 2020

Bootstrapping Asset Management Business in China

Advantages of having a Distribution Compliance team in an asset management firm

US-China trade war – A potential risk to China banks’ asset quality

The future of marketing and reporting: Empowering asset managers in the transformation journey

The future of marketing and reporting: Empowering asset managers in the transformation journey

Restructuring client reporting process for a top-15 private asset manager

Setting up a client services team for a global asset manager

Business transformation solutions for asset managers

The future of digital marketing solutions for asset managers

Client Reporting in Asset Management

Corporate Finance Support for Potential Divestitures and Investments in Oil and Gas Assets

Two Thirds of Asset Managers Will Accelerate Spending on Fundamental Research by 2022

Post-Trade Monitoring Support – Large Global Asset Manager

Ideas for Asset Managers (Edition 2)

Annual Survey of Asset Management Investment Teams 2018

Fauzaan Farook on our Digital Marketing Solutions for Global Asset Managers

Chanakya Dissanayake on our Investment Research Solutions for Global Asset Managers

Our Solutions for Global Asset Managers

Could Millennials be the downfall of Asset Management?

Ideas for Asset Managers (Edition 1)

Asset Backed Securitization – From Traditional to Non-traditional Asset Backed Securitization

Portfolio Research and Operations for an Institutional Asset Manager

Corporate Access – How Global Asset Managers are Leveraging Offshore Bilingual Analysts in China

Financial Marketing Services for a Europe-based Asset Manager

Building an Integrated Global RFP Support Team for a Europe-based Asset Manager

Web Content Management for a US-based Asset Manager

Key findings from the 2017 global annual survey of asset management investment teams

Insights from The Summit for Asset Management (TSAM)

The Summit for Asset Management (TSAM)

Copal Amba Presents Knowledge Session on Diagnostic Analysis for Asset Managers

Investment Management, Research and Operations for an Institutional Asset Manager

Sales & Marketing Literature Review Support for US-Based Global Asset Manager

CDB Updates for a Top 15 Global Asset Manager

Global Annual Survey of Asset Management Investment Teams 2017

Media Monitoring in Financial Services for A Global Asset Management Company

The Summit for Asset Management (TSAM)

The Future of Asset Management Europe

The Future of Asset Management Americas

Forensic analysis – a sustainable source of Alpha for global asset managers

Deploying a Database Application? Seven issues alternative Asset Management firms should consider

Change to Thrive: How Structural Changes in Fixed Income Markets are Compelling Asset Managers to Rethink their Research Strategy

Change: The new constant for asset managers

Change to Thrive: How Structural Changes in Fixed Income Markets are Compelling Asset Managers to Rethink their Research Strategy

Forensic analysis – a sustainable source of Alpha for global asset managers

Asset Managers

Fixed Income Research Support for a Europe Based Asset Manager

Equity Research Support for a Europe Based Asset Manager

Investment Compliance Support for a Global Asset Manager

Forensic Analysis & Corporate Governance Reviews for a US-Based Asset Manager

Artificial intelligence in investment banking – opportunities and challenges

Latest Trends in Fintech

Large GCC banks in an interest-rate downcycle environment

Sanjay Heisanam

Venture capital industry: AI’s revolutionary role in start-up evaluation

How investment management companies are using Adobe Experience Platform for effective web analytics and insights

Aircraft manufacturing market – can COMAC compete with the incumbents?

Sandeep Kumar

The link between blockchain and ESG

Direct-to-consumer (DTC) continues to shift the e-commerce landscape

Global trends in infrastructure investing by private equity firms

Global markets insights – November 2024: Trump 2.0 boosts market sentiment

Landscape of fintech investments and associated trends

Understanding price action of gold in 2024 and its equity play

5G – empowering global telecom companies with rapid FWA subscriber growth

Preparing for the future: the SEC’s 2025 Examination Priorities

Navigating the CSRD: key insights and challenges

Uncovering the correlation between Bitcoin and the EUR/USD currency pair