Asset & Wealth Management Firms Archives

Financial Services

Role of Fiduciaries in Retirement Plans

Explore the world of fiduciaries in retirement plans, their responsibilities, and how Evalueserve’s domain experts empower firms with actionable insights and competitive intelligence.

ESG

ESG Factors in Retirement Plan Investments – DOL Allows New Avenues for Employees

Explore how the DOL’s new rule enables retirement plans to consider ESG factors, impacting stakeholders and paving the way for sustainable investment options.

Professional Services

Provide Marketable Fund Comparisons using Process Re-engineering

Discover how process re-engineering revolutionized marketable fund comparisons for a global asset manager, reducing turnaround time and boosting sales team efficiency.

Competitive assessment for asset & wealth management.

Professional Services

Schematic Visualization and Quantifiable Competitive Assessment of Digital Tools & Resources

Discover how a leading asset & wealth management firm gained insights into its digital tools positioning, identified gaps, and leveraged existing capabilities for competitive advantage.

Professional Services

New Umbrella Website for an Asset Management Client

Discover how Evalueserve’s Content Management System migration and Knowledge Solutions streamlined a leading asset manager’s website, enhancing user experience and reducing compliance workload.

Professional Services

Maintaining Marketing Collaterals for a Global Asset Manager

Discover how Evalueserve’s solutions streamlined a global asset manager’s marketing process, reducing costs, improving turnaround time, and ensuring error-free outputs.

Financial Services

Data Analytics in Wealth Management – Then and Now

Discover how the focus of wealth management has shifted from information availability back to the quality of advice with the advancement of data analytics in Wealth Management.

ESG

Sustainable Portfolio Construction

Explore how Evalueserve’s library services support helped a top global investment bank gain efficiency and achieve significant cost savings. The partnership increased productivity, saved substantial costs, and improved quality, solidifying Evalueserve’s position as a valuable knowledge process outsourcing partner for the bank’s global operations.

Financial Services

Changing Dynamics of US Small Plan Retirement Market

The US retirement sector is witnessing a transformative shift as new trends begin to emerge. In this dynamic landscape, innovative practices and approaches are reshaping the way employees plan for their retirement.

Analytics

Tracking the Trends – Product Monitor

The latest Tracking-the-trends document highlights the recent product launches in the asset management industry, focusing on the new funds introduced in 2023 by leading US asset managers.

ESG

ESG Controversies Monitoring by Asset Managers

Discover the importance of monitoring ESG controversies for asset managers and learn how to reduce risks while maintaining a positive reputation

Competitive & Market Intelligence

Competitive Assessment of Fiduciary Marketing and Positioning for a Fortune 100 Financial Services Provider

Discover how a Fortune 100 Financial Services firm gained insights into competitors’ fiduciary offerings and strategies, enabling them to realign and reposition their own services effectively.

Financial Services

Competitive Benchmarking for Financial Wellness Products for a Wealth Management Firm

Discover how a Fortune 100 Financial Services firm leveraged competitive benchmarking to analyze key competitors’ Financial Wellness offerings, identify gaps, and realign strategies for market success.

Financial Services

Consultant Database Support for Asset and Wealth Management firms

Discover the benefits of a consultant database for asset and wealth management firms, enhancing efficiency, data accuracy, and streamlining investment decisions.

Professional Services

Leveraging Databases for Asset and Wealth Management

Discover the benefits of leveraging databases for asset and wealth management firms, enhancing competitive intelligence, and driving informed decision-making.

Professional Services

Strategic Deep Dive into Workplace Advice Market for one of the Largest Asset Manager in US

Discover how our comprehensive competitor benchmarking study in the advice market empowered a large institutional asset manager to make well-informed decisions and enhance their strategy.

Financial Services

Service Fee Restructuring Strategy: Enhancing Client Value and Revenue Generation

Discover how our deep-dive analysis helped a leading asset and wealth management firm revamp its fee schedule, align with industry norms, and encourage positive consumer behavior, ultimately enhancing revenue and client retention.

Financial Services

Market Positioning and Competitive Assessment for one of the Largest Recordkeeper in the US

Discover how a Fortune 100 Financial Services firm improved its market positioning through a comprehensive competitor assessment, identifying key strengths and areas for growth, and refining its marketing and sales strategy.

Financial Services

Managing distribution process through Seismic platform

Discover how Evalueserve revolutionized a leading asset manager’s distribution process by optimizing the Seismic platform, resulting in improved data quality, reduced time to market, and a comprehensive knowledge repository.

ESG

ESG for Asset and Wealth Management Firms

Evalueserve’s ESG Intelligence Program provides tailored solutions to asset and wealth management clients. These solutions equip ESG asset managers with custom ESG research, which allows for the curation of ESG data specific to an asset manager’s investment philosophy, process, and reporting needs.

Financial Services

Strategies for Cross-selling for a Fortune 100 Company

A Fortune 100 company wanted to understand how their competitors are cross-selling high-margin retirement and other financial products and services effectively, without incurring additional customer acquisition cost and without getting into any legal trouble for using personal data of their clients.

Professional Services

Design Rebranding for Asset Managers

Companies rebrand themselves to re-energize their business. Rebranding is a very important strategic direction that a company undertakes. While there may be different reasons a company goes for rebrand however the objective is purely to tell the world what the new brand stands for showcasing its direction.

Financial Services

Market and Competitive Intelligence Challenges of Asset Management Firms

Over the last decade, market and competitive intelligence (MI/CI) has emerged as a focus area for all organizations, including asset management (AM) firms, looking to gain strategic agility. As the AM industry battles a difficult macro-economic scenario, cost pressures, fee compression, patchy returns, and an increasingly digital client landscape, leveraging data effectively has become crucial to gaining an edge in the market.

Financial Services

Content Marketing Support for Asset Management

One of the biggest challenges faced by asset and wealth managers today is updating marketing collaterals with ever changing compliance and regulatory changes in the industry.

Financial Services

Market and Competitive Intelligence for Evaluating Business Expansion Opportunities within the Real Estate Industry

The corporate and product strategy team of a global commercial real estate (CRE) consulting firm was considering to enter the proptech business segment by building in-house capabilities and engaging in new partnerships or acquiring an existing brand.

ESG

Assessment and Tracking of Environmental, Social, and Governance (ESG) Portfolio Companies for a Large Asset Manager

Our client wanted to launch new ESG funds for European investors. For this, the client wanted to track current and prospective portfolio companies on various economic (E), social (S), and governance (G) parameters using a prioritization framework. The client also wanted to continuously monitor portfolio companies as required by the SFDR, SEC, and other ESG regulations.

Financial Services

The Sustainable Finance Disclosure Regulation (SFDR): What does it mean for Asset Managers?

Discover how the Sustainable Finance Disclosure Regulation (SFDR) affects asset managers. Learn how complying with this EU regulation can reduce risk exposure and improve financial performance.

Financial Services

Real Estate: Inflation and Emerging Uncertainties

Supply chain disruptions caused by the pandemic and Russia’s invasion of Ukraine have led to the highest-ever inflation in decades in many major countries. It has since emerged as a serious concern in investor markets, including real estate.

Financial Services

Liquid Alternatives post a strong rebound, but will it change the long-standing 60/40 strategy?

The year 2021 witnessed a renewed interest in liquid alternatives (alts.), and 2022 continues to see a strong inflow of funds. The primary reasons driving this inflow are volatile equity market returns, weakening policy support, higher interest rates and inflation, market volatility, and geopolitical turmoil, as they forced investors to critically think about portfolio construction and seek strategy changes.

Financial Services

Crypto making way into Retirement Funds and Individual Retirement Accounts (IRAs) – is this to stay?

Cryptocurrencies have seen massive adoption and have become one of the hottest investment products for investors and asset managers alike. This increased uptake has been driven by its growth potential that it has demonstrated over the years.

Competitive & Market Intelligence

Digital Financial Planning and Advice Competitive Benchmarking for a Leading Asset & Wealth Management Provider

In a constantly evolving Asset & Wealth Management industry, the client wanted to have a comprehensive view on the digital financial planning, advice, guidance and educational resources/tools that competitors provide and benchmark them with their own capabilities to identify the gaps and subsequently address these gaps.

Competitive & Market Intelligence

Strategic Competitive Assessment for a Fortune 100 Financial Services Provider

A Fortune 100 Financial Services firm offering investment, advice and retirement solution wanted to analyze value proposition and differentiation strategies of key competitors’ and identify implications to their evolving strategy and value proposition.

Competitive & Market Intelligence

Improving Brand Positioning and Revamping Marketing Strategy with Competitive Intelligence

A top-tier US-based asset management firm was concerned about its distorting core brand positioning & value and hence wanted to assess competitors’ marketing strategies and product promoting campaigns to revamp its strategic roadmap so as to strengthen its core brand positioning and to retain a strong competitive edge in its core space.

Competitive & Market Intelligence

Whitespace Analysis and Actionable Recommendations with Product Benchmarking

In rapid and fast evolving Asset & Wealth Management industry, the client wanted to have a comprehensive product benchmarking across capabilities to identify the gaps and subsequently address these gaps by zeroing in on the most critical capabilities.

Financial Services

Asset Managers Gear Up to Tackle Greenwashing Amid Increased Regulatory Scrutiny

ESG-focused asset management (AM) firms are facing increased regulatory pressure and scrutiny to prioritize and tackle “greenwashing”. The term greenwashing is generally used to represent the practice of identifying a business as more ‘sustainable,’ ‘green,’ ‘low-carbon,’ and ‘planet-friendly,’ when, in truth, an entity may be either creating a false impression.

Financial Services

Trends & Outlook: Top 10 M&A Markets

As we transition through the first quarter of 2022, the team at Evalueserve brings you another iteration of our M&A Recovery Report for eight major M&A markets. Click here to read deeper insights on M&A Trends and Outlook in Q1 2022.

Financial Services

Outsourcing: The way forward for asset and wealth managers

Asset and wealth management firms outsource processes such as research, sales, and marketing to improve their functioning and gain cost efficiency.

Financial Services

M&A and Capital Markets Activity in Financial Services Industry FY’21 Review

Our detailed analysis of the M&A and Capital Markets landscape captures deep insights into the investors’ behavior, consolidator’s dry powder, M&A appetite across sub-sectors, availability cash runaways, SPACs’ sustainability and key sectoral outlook, among others.

Financial Services

Unleashing Opportunities and Future-proofing Your Real Estate Business

Business leaders have been forced to rejig their portfolio strategy, revamp office operations – work from home, hybrid, or flexible work set-up – and chart out diversified investment plans.

Financial Services

Key Opportunities for the Real Estate Industry to Explore in the Evolving Market Dynamics

With traditional offices undergoing rapid changes and market disruption prospects at an all-time high, real estate is one of the major industries at the cusp of rapid transformation.

Financial Services

M&A and Capital Markets Activity in Financial Services Industry – Q3 2021 Update

As we approach the end of 2021 it seems that the Financial Services Industry’s pandemic driven headwinds have finally bottomed out.. The resurgence of ‘big ticket’ deals during the year has proved to be a light at the end of the tunnel after a difficult 2020.

Financial Services

Top Five Wealth Management Firm Hires Evalueserve to Optimize Marketing Analytics

Context A global top five wealth management firm running a multi-channel demand generation program sought to optimize its marketing analytics through

ESG

Real-Time ESG? How to proactively manage portfolios with augmented ESG insights

May 25, 2021

With emerging rules and regulations on ESG reporting and increased sustainability mandates, Investment Managers must take a deeper dive into their portfolios.

Financial Services

20% accelerated Market Response for Global Asset Manager’s Market Insights and Strategy Team Through Insightsfirst

Most global asset managers have multiple market and competitive intelligence teams spread across the enterprise that is responsible for providing market insights.

Financial Services

Beyond Factsheet Automation: Solving the Data Paradox

Factsheet automations are only successful if they are supported by robust data processes.

Financial Services

Large Global Asset Manager Uses Publishwise to Deliver 100% Accurate Factsheets and Reduce Turnaround Time

The client wanted to improve their overall process for creating factsheets from the bottom up.

Financial Services

Perpetual Know Your Customer – A Realistic Goal?

Perpetual (always fresh) Know Your Customer (PKYC) is the ongoing process by which financial organizations continuously aggregate and update customer information with the aim to use it for risk management.

Manage-Your-KYC-Risk-by-Managing-Your-KYC-Data

Financial Services

How to Move from Data Management to Risk Management in KYC

KYC as risk management, rather than data management, remains elusive for financial services firms as well as for the high-value goods and other industries

Financial Services

Financial Spreading – Challenges and Solution

Banks and financial institutions are facing an uphill task of efficiently managing their ever-growing bundles of financial data in multiple and complex formats.

Financial Services

Capital market systems wobble under negative oil prices

A month after April 2020, when oil futures traded negative for the first time in history, markets are still wary, although

Financial Services

US-based PE Firm Scales Deal Analysis Capabilities while Maintaining Lean Team Structure

A private equity firm that was handling increased deal flow needed to scan multiple opportunities, analyze significant amounts of target company data, and build and analyze standard financial models.

Financial Services

Seamless Portfolio Company Analysis Helps PE Client Improve Financial Performance Amid COVID-19 Outbreak

A private equity firm focused on the food & beverage industry wanted to understand the impact of the COVID-19 shutdown on its portfolio companies.

Financial Services

SFTR novel timelines and LEI data management

The journey of SFTR had initially started in Jan 2016 and is now planned to become partially in force from July 2020.

Financial Services

Go beyond composite scores – back your investment decisions with reliable ESG data

Asset managers rely on third-party composite scores for their investment decision-making. But how reliable and valid is this data, and does it truly meet their investment objectives? Let’s try and understand.

Financial Services

Five steps to an alternative data strategy

Increasingly, ‘alternative’ or non-market data holds the promise of smarter investments and superior returns. But how can you get to grips with the mass of information out there and use it to make better decisions?

Financial Services

Is your ESG data strategy fit for purpose?

The key pillars for a strong ESG data strategy are smart data interventions, backed up by input from subject matter experts (SMEs). Here are four areas where that approach can help you overcome ESG data issues.

Financial Services

LIBOR set aside – who’s next in line?

The once revered LIBOR fell out of favor after banks manipulated it to boost profits. With the FCA deciding to phase it out completely by 2021, companies will need to change their systems within a short span of two years. Are you prepared?

Financial Services

Three automation strategies to optimize asset management marketing

See how asset management marketing can enable growth and profitability by modernizing its own operations. In this post, we discuss three automation strategies that can help industry CMOs and marketing stay relevant.

How marketers at asset management firms should approach automation and analytics to maximize ROI

As digital transformation advances, many are turning to automated marketing solutions – but they’re still overwhelmed by their workflow.

Financial Services

Why a Robo-advisor Centric Strategy Will Pay Off

Have a look at current trends in the world of robo-advice, and how leading and challenger brands are exploiting it.

Financial Services

Make Risk Management Compliant, Robust, and Fail-Proof

We set up a dedicated team with experience in credit risk model monitoring and various data analytics tools, including SAS. A senior risk specialist supported the team.

Financial Services

Access High-Risk Analytics Powered by Automated Tools

The client’s credit risk reporting and analytics team were tasked with meeting the reporting and analytical needs of credit risk managers across the WIM line of business.

Financial Services

Leverage Analytics to Boost Operational Risk Management

We helped a US bank to proactively identify and manage bad actor risk, improve name screening for AML monitoring, and maintain financial advisor compliance.

Evalueserve launches Pitchready for fast and accurate pitchbook generation

Evalueserve, a global provider of research, analytics, and data management services, has launched a new product – Pitchready, a productivity suite that offers fast and configurable pitchbook solutions to investment banking and advisory firms. The software saves 95% of time spent on adding logos to a pitch book and 80% of time spent on creating tombstones. Overall, it increases formatting efficiency by 50%.

Uncategorized

4 Key Trends Shaping the Procurement Landscape

We asked 260 procurement professionals, in 14 industries worldwide, about the problems and priorities they face. Our findings, summarized in this exclusive survey report, feature the four key trends shaping the procurement landscape today.

Financial Services

Sectors to watch after the US presidential elections

Depending on the policies of the winning candidate, the results of the US presidential elections will affect various sectors and businesses. Read on for highlights of the bullish and bearish implications of these elections.

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Asset & Wealth Management Firms