Financial Asset Management and Investment Management at EverydayTenacity.com

Only 4 asset classes show positive inflows

According to a report on Q4 2011 asset flows by eVestment Alliance, most product categories suffered from outflows. So which 4 asset classes showed an increase in client investments and which investment managers are likely to benefit? Turning Positive: After suffering from outflows of $4.2B in Q3 2012, High Yield Bonds were ...

Weekly Twitter Updates for 2012-02-19

You know valentine's day has become overly commercial when you can send a card from your dog # Simple navigation and visually engaging -> nice Investment Product Center by @AllianceBernstein http://t.co/pSeo7xGO # Powered by Twitter Tools

Actively prospecting for clients? Consider a new elite client segment

Many advisors and wealth managers focus on the high net worth (‘HNW’) and ultra high net worth (‘UHNW’) segments of the markets when prospecting for clients. New research indicates that a unique and emerging niche segment is up for grabs in the United States. Introduction: In order to be successful as a ...

Largest Hedge Funds continue impressive growth trajectory

While hedge fund assets have been slowly recovering, the industry remains down nearly 20% from its market peak in July 2008. For hedge fund firms managing assets of $1 billion or more, they have been able to skip this slow recovery and continue to growth their asset base. Introduction: New research from ...

The state of the financial services industry, courtesy of Tiburon CEO Summit XXI

The Tiburon CEO Summit XXI was held in October 2011 and provided the opportunity to hear about the top fundamentally important trends effecting the financial services industry. These insightful comments are quite useful as they are based on experience of Tiburon Strategic Advisors whose focus is on strategy consulting and ...

Weekly Twitter Updates for 2011-10-16

Great to finally see a win from the Minnesota @VikingsFootball. @AdrianPeterson once again the best player on the field. Skol Vikings! # Should investment mgrs, mutual funds or hedge funds be considered "systemically important financial institutions"? FSOC proposal due today. # Did you know that gold $gld is down 12% since the ...

Do Growth Strategies matter anymore?

Institutional investors are constantly making tactical portfolio adjustments. But now, investment managers are finding that marketing Equity Strategies to clients based on investment style may not resonate. Institutional Investors tilt portfolios away from Growth Strategies eVestment Alliance has found that Institutions have made undergone massive portfolio changes since 2006. One of the ...

Why do only 39% of surveyed asset managers have a blog?

Only a select few asset managers, such as Vanguard, have a blog according to a research report published by kasina. What might be the reasons behind the low adoption rate? Introduction kasina evaluated the social media efforts of 45 asset managers and found that only 39% of those firms surveyed utilized a ...

Pensions make fundamental changes to investment portfolios

Recent research conducted by SEI indicates that fundamental changes are afoot in how pensions structure their portfolios. Pensions increase asset allocation to Alternatives An SEI ‘Quick Poll’ has found a significant increase in the percentage of pension portfolios investing in alternatives when compared to the previous four years of asset allocation. 2011: Almost ...

Hedge Fund Market Impressions in 2011

Through the first five months of 2011 (Jan-May), Hedge Funds brought in $75B, the heaviest inflow since 2007, despite lackluster performance. State of the Hedge Fund Industry in 2011