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Categories

  • MONEY MANAGEMENT (7)
  • Online (4)

Author

  • (-) FRANK MINARD (11)
SHOWING RESULTS 1 - 11 OF 11
  • Is a dedicated client-service professional worthwhile?

    March 14, 2012 01:00:00 AM

  • How do you enter the institutional investment market?

    November 30, 2011 12:00:00 AM

    We have historically distributed our investment products through various private wealth management platforms. We believe now is a good time for us to begin to sell directly to institutional investors, but we're not sure how we should start.

  • How do you handle a plan sponsor's fee pressure?

    November 16, 2011 12:00:00 AM

  • The importance of portfolio managers attending final presentations

    October 12, 2011 01:00:00 AM

    How do you encourage portfolio managers to attend final presentations?

  • How to communicate a stumble in performance

    September 29, 2011 01:00:00 AM

    I run the client service team for a midsize investment management firm in the U.S. The performance on our flagship product over the past 12 months has really deteriorated compared with our benchmark and other managers with the same strategy and management style. My boss, who runs the firm, doesn't think it's a real problem and doesn't want my team talking with the clients about it for fear they will get nervous and want to remove us. What do I do?

  • The importance of asset class specialization

    September 01, 2011 01:00:00 AM

  • What's the value of a CAIA certificate?

    August 24, 2011 01:00:00 AM

  • Organizations worth joining

    June 15, 2011 01:00:00 AM

    As a member of a marketing team at a money manager, there are three or four organizations to consider joining including AIMSE and PAICR.

  • Persistence key in calling consultants

    May 18, 2011 01:00:00 AM

    The key is to be persistent, without being obnoxious or so annoying that the consultant doesn't want or feel obligated to return your call or your e-mail.

  • Don't shortchange marketing in quest for client growth

    May 11, 2011 01:00:00 AM

    Classic marketing strategies are important to best identify your sales prospects and zero in on potential new clients

  • What are the pitfalls to avoid when making a presentation?

    April 27, 2011 01:00:00 AM

    P&I's resident expert Frank Minard of XT Capital offers advice on avoiding key pitfalls when making a presentation to a potential client.

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  • Topics
    • Alternatives
    • Consultants
    • Coronavirus
    • Courts
    • Defined Contribution
    • ESG
    • ETFs
    • Hedge Funds
    • Industry Voices
    • Investing
    • Money Management
    • Opinion
    • Partner Content
    • Pension Funds
    • Private Equity
    • Real Estate
    • Russia-Ukraine War
    • SECURE Act 2.0
    • Special Reports
    • White Papers
  • Rankings & Awards
    • 1,000 Largest Retirement Plans
    • Top-Performing Managers
    • Largest Money Managers
    • DC Money Managers
    • DC Record Keepers
    • Largest Hedge Fund Managers
    • World's Largest Retirement Funds
    • Best Places to Work in Money Management
    • Excellence & Innovation Awards
    • WPS Innovation Awards
    • Eddy Awards
  • ETFs
    • Latest ETF News
    • Fund Screener
    • Education Center
    • Equities
    • Fixed Income
    • Commodities
    • Actively Managed
    • Alternatives
    • ESG Rated
  • ESG
    • Latest ESG News
    • The Institutional Investor’s Guide to ESG Investing
    • ESG Sustainability - Gaining Momentum
    • Climate Change: The Inescapable Opportunity
    • Impact Investing
    • 2022 ESG Investing Conference
    • ESG Rated ETFs
  • Defined Contribution
    • Latest DC News
    • DC Money Manager Rankings
    • DC Record Keeper Rankings
    • Innovations in DC
    • Trends in DC: Focus on Retirement Income
    • 2022 Defined Contribution East Conference
    • 2022 DC Investment Lineup Conference
  • Searches & Hires
    • Latest Searches & Hires News
    • Searches & Hires Database
    • RFPs
  • Performance Data
    • P&I Research Center
    • Earnings Tracker
    • Endowment Returns Tracker
    • Corporate Pension Contribution Tracker
    • Pension Fund Returns Tracker
    • Pension Risk Transfer Database
    • Future of Investments Research Series
    • Charts & Infographics
    • Polls
  • Careers
  • Events
    • View All Conferences
    • View All Webinars
    • 2022 Retirement Income Conference
    • 2022 Managing Pension Risk & Liabilities
    • 2022 WorldPensionSummit