Secrets of the longest-lasting mutual funds
Robust strategies, strong planning and a healthy suspicion of fashion help longevity The world’s longest surviving mutual fund is almost 100 years old (MFS Massachusetts Investors, launched in 1924)! If it’s good performance that enables this and other similarly “antique” funds to survive and thrive, what are they doing that is delivering that performance for…Read More
Alarm bell over ‘valley of death’ for mid-sized asset managers
Outlook for companies with no competitive edge is bleak, warns consultancy firm Bain. But is it a perfect storm or a perfect opportunity? A severe squeeze on profits over the next five years will drive many mid-sized asset manaRead More
What will 2019 bring?
Now, I’m not one to wish the summer away and for those who are thinking that it’s too early to begin on the ‘New Year, new me’ mantra, I’m in total agreement. Being organised and staying ahead of the curve however certainly has its advantagRead More
It’s time for a revolution
In case you missed it, the latest paper in the PWC series looking at change in the asset and wealth management industry is a must read for every asset management marketer. Released in Q4 last year, it looks at the need for transformational changeRead More