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Data Management Can Tap Transparency's Potential

A paradigm shift in operational strategy and approaches to managing data is needed that can only be put in motion by leaders with the imagination to believe that we really can deliver data to investors in real-time.

If You Don't Have a Chief Data Officer, Get One Fast

The time has come to create the position of chief data officer to manage the tidal wave of data-based regulations and reporting and implement a concrete data strategy - both to meet requirements but also more effectively make investment decisions and streamline back-, middle- and front-office operations.

Credit Markets Rejoice on Fed Signal Low Rates Will Last Longer

Credit markets are getting a second wind, thanks to a Federal Reserve that’s suddenly not as confident the economy is strong enough to weather a steady rise in interest rates.

After Gross, Pimco Buys Mortgage Securities

Scott Mather, who replaced Bill Gross as one of the portfolio managers of the Pimco Total Return Fund, has been buying government-backed bonds, helping boost its total mortgage allocation to 30% on Jan. 31 from 20% in September.

'Personal Relevance' is Key to Firm Perception

Among the wealthiest clients, Fidelity and Vanguard retain their perennial leadership positions in firm perception, but there is room for others to advance their brand, according to a new study on investor sentiment toward insurance and retirement investment product providers.

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Articles

Educational Initiatives: Driving Engagement and Asset Growth

As the mutual fund universe becomes more crowded and the strategies offered to investors become more complex, fund managers are under pressure to further differentiate themselves and their brands from the competition. One way to stand out is to make investor and financial intermediary education a key element of any communications plan to drive brand awareness and asset growth. …

Executive Briefing

Morgan Stanley and Co. has agreed to pay $100,000 to the New Jersey Bureau of Securities. This came after Bureau investigators found the company was in violation of state securities laws and regulations in its sale of non-traditional exchange-traded funds to investors.

Funds Find New Ways to Woo Shareholders

Finding ways to reach shareholders with an appropriate message and choosing the medium to do so consumes the resources of many a fund company. Firms need to communicate bad news to shareholders in a gentle manner, trumpet the good news and economize the delivery of mandated disclosure information.

JOBS Act Decision - Transforming or Trivial?

Views are mixed on the impact of the recent Securities and Exchange Commission decision to lift the general solicitation ban on private securities offerings.

Embrace Multimedia To Attract Millennial Clients

The members of Generation Y, also known as "millennials," have vastly different backgrounds and expectations than the generations before them. Today's 20-somethings can't remember a time without smartphones or the ability to access the information most important to them whenever they need it. It would be easy for some mutual fund managers to assume that millennials lack the same mindset or appetite for risk when it comes to investing and saving than previous generations, and view attracting them to mutual funds as a Herculean task. However, both of these assumptions are false. If managers embrace the technology and engagement with companies they trust that millennials have grown up with, they can successfully grow their assets by appealing to this relatively untapped investor base.

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