recognised thought leadership

 downloads

"M&A in asset management - curse or blessing? Revisited"  (Oct 2021)

"H1 2021 European fund flow executive briefing"  (Jul 2021)

"European senior sales survey 2021"  (Feb 2021)

"ESG podcast with Evli Fund Management: ESG report metrics, evolution and marketing" (Dec 2020)

"Unprecedented change and acceleration" (Nov 2020)

"COVID-19: A turbo for lasting change in fund distribution and research" (Apr 2020)

"ESG marketing and the risk of a mis-selling crisis" (Feb 2020)

media (some recent features)

"Greenwashing probes prompt panic among ESG funds: 'There's a big reputational risk" Financial News (Oct 2021)

"Wie Corona den Fondsvertrieb neu sortiert" (in German)  Das Investment (Oct 2021)

"Il futuro dell'industria del risparmio gestito secondo accelerando associates" (in Italian)  Funds People Italy (Oct 2021)

"Invesco-SSGA merger would pose integration `nightmare'"  Ignites Europe (Sept 2021)

"Mercer to host speed dating session to find diverse firms"  Ignites Europe (Sept 2021)

"NN IP acquisition 'game changer' for Goldman Sachs"  Ignites Europe (Aug 2021)

"Ucits alt funds show signs turning corner"  Ignites Europe (Aug 2021)

"Abrdn to cut product range 'simplify shop window`"  Ignites Europe (Aug 2021)

"Perché le boutique fanno buoni resultati?"  Funds People Italia (Jul 2021)

"Boutiques europeas ¿En qué son realmente buenas?"  Funds People (Jun 2021)

"ETFs gain from German online savings boom"  Ignites Europe (May 2021)

"How to be your best self in virtual meetings"  Ignites Europe (Apr 2021)

"Warum Fondshäuser zu Multi-Boutique-Managern werden"  Das Investment (May 2021)

"Analysis: can SLA make a comeback?"  Ignites Europe (Mar 2021)

"SLA looks to bolster distribution through acquistitions"  Ignites Europe (Mar 2021)

"Are we entering a golden age for fund boutiques?" Ignites Europe (Feb 2021)

"Les commerciaux de la gestion d’actifs courtisent leurs clients via LinkedIn et WhatsApp" News Managers (Feb 2021)

"L’esperienza dei sales di fondo durante la pandemia in 10 punti chiave" Funds People Italia (Feb 2021)

"La experiencia de los vendedores de fondos durante la pandemia" Funds People (Feb 2021)

"Wells Fargo vend sa gestion d’actifs à GTCR et Reverence Capital" L'AGEFI (Feb 2021)

"European fund sales teams to boost digital spending" Ignites Europe (Feb 2021)

"BlackRock's active funds slip below JPMorgan" Ignites Europe (Jan 2021)

"BlackRock and iShares firm up branding division" Ignites Europe (Dec 2020)

"Das Ende der exzessiven Meeting-Kultur" Private Banking Magazin (Nov 2020)

"Franklin Templeton suffers heavy outflows ahead of Legg Mason deal" Financial Times (Oct 2020)

"Coronavirus: Fidelity tops fund buyer survey on client service" Ignites Europe (Oct 2020)

"Die neue Buyside nach einer Fusion von UBS und Credit Suisse" Private Banking Magazin (Sept 2020)

"Resolviendo el misterio de por qué las gestoras se resisten a retirar de su oferta los fondos con bajo patrimonio" Funds People (Sept 2020)

"Which asset management roles face the axe?" Ignites Europe (Sept 2020)

"Cuatro consecuencias para las gestoras internacionales de una eventual fusión entre CaixaBank y Bankia"   Funds People (Sept 2020)

"International firms eye Spain's conversion to sub-advisors" Ignites Europe (Sept 2020)

"Provisionsverbot mit Nebenwirkungen" Das Investment (Aug 2020)

"Asset managers rethink role of sales in Covid-19 era" Ignites Europe (July 2020)

"Fund houses push to claw back influence in UK market" Ignites Europe (July 2020)

"New world of funds - where agility and resilience count" Calastone (June 2020)

"Fund conferences 'could make permanent move online' after Covid-19" Ignites Europe (May 2020)

"Cómo se explica que los flujos hacia fondos resistieran la peor caída del mercado en décadas" Funds People (May 2020)

"Cambios irreversibles que ha sufrido la industria de gestión de activos por el COVID-19" Funds People (April 2020)

"Video calls better than face time, fund buyers tell" Ignites Europe (April 2020)

"Revealed: blockbuster multi-asset funds' Q1 performance" Ignites Europe (April 2020)

"Spain's young people are prepared to take risks" Funds Europe (March 2020)

"Los fondos más vendidos en Europa en 2019" Funds People (Feb 2020)

"Warum Übernahmen und Fusionen nicht immer helfen" Private Banking Magazin (Feb 2020)

"Franklin 'defensive' deal takes firm above €100bn in Europe" Ignites Europe (Feb 2020)

"Fondsanbieter nutzen ESG-Label zu leichtfertig" Das Investment (Feb 2020)

"Amundi-Sabadell AM, a 'clever move" Asset News (Jan 2020)

"BlackRock and Pimco top 2019 fund flow rankings" Ignites Europe (Jan 2020)

"¿Qué significa para la industria de asesoramiento la llegada de Vanguard a Reino Unido?" Ignites Europe (Jan 2020)

"Comisiones ligadas a la rentabilidad: la revolución que no termina de cuajar"

(in Spanish) Funds People (Dec 2019)

"Jury out on AllianzGI's active 'bet' as CEO steps down Ignites Europe (Nov 2019)

"The digital transformation of fund distribution" (in Spanish) RankiaPro (Oct 2019)

"Pimco tops digital rankings as industry standards slip" Ignites Europe (Oct 2019)

"Boutique bucks trend with new sales compensation model" Ignites Europe (Oct 2019)

"Lyxor an 'attractive' takeover target, analysts say" Ignites Europe (Aug 2019)

"Firms must go 'well beyond' industry standards to retain clients" Ignites Europe (Jun 2019)

"¿Que debo hacer como inversor cuando la gestora de mi fondo se fusiona o es absorbida por otra?" (in Spanish) Funds People (Jun 2019)

"¿Recortes de plantilla en la industria de gestión de activos: análisis del porvenir" (in Spanish)   Funds People (Jun 2019)

"AllianzGI trials alternatives training for salespeople" Ignites Europe (Feb 2019)

"Platforms pose Netflix-style threat to asset managers" Ignites Europe (Jan 2019)

"Number of sales managers could drop 35%: consultancy" Ignites Europe (Nov 2018)

"Racionalización de la oferta de fondos: la limpieza de gamas ha concluido" (in Spanish) Funds People (Nov 2018)

"¿Están los especialistas de producto a la altura de las exigencias de los selectores?" (in Spanish) Funds People (Nov 2018)

conferences

2021 Fund Forum International (Oct 2021)

Are fund firms setting themselves up to fast track their growth plans? (Sept 2020)

30th Sub-Advised Funds Forum (Sept 2020)