Investment Firms: Trends and Challenges

Investment Firms: Trends and Challenges by Guy Moszkowski, Robert L. Reynolds, Patricia C. Dunn, John H. Watts, Joachim Faber, Hilda Ochoa-Brillembourg, Susan B. Fowler, Richard S. Lannamann, Langdon B. Wheeler, Anne Casscells; Joseph C. McNay; William J. Nutt; Charles B. Burkhart

ISBN10: 0935015655
ISBN13: 978-0935015652
Author: Guy Moszkowski, Robert L. Reynolds, Patricia C. Dunn, John H. Watts, Joachim Faber, Hilda Ochoa-Brillembourg, Susan B. Fowler, Richard S. Lannamann, Langdon B. Wheeler, Anne Casscells; Joseph C. McNay; William J. Nutt; Charles B. Burkhart
Title: Investment Firms: Trends and Challenges
Publisher: AIMR (CFA Institute) (May 1, 2001)
Language: -
Size ePub: 1661 kb
Size PDF: 1348 kb
Rating: 4.1/5
Votes: 524
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Investment Firms: Trends and Challenges by Guy Moszkowski, Robert L. Reynolds, Patricia C. Dunn, John H. Watts, Joachim Faber, Hilda Ochoa-Brillembourg, Susan B. Fowler, Richard S. Lannamann, Langdon B. Wheeler, Anne Casscells; Joseph C. McNay; William J. Nutt; Charles B. Burkhart



The globalization of the investment management industry has led many firms to seek strategic partnerships or acquisitions and mergers to enhance their products, distribution, or market access. Technology has changed managers relationships with clients and the method in which products are delivered. This proceedings explores the impact of globalization and technology on asset management firms, financial advisors, and client expectations and examines how investment management firms can adapt to the rapidly changing competitive landscape while enhancing performance and client service. Proceedings of the AIMR seminar "Leading Your Firm into the Future"

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