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Industry Insights

Resources and perspectives for asset managers and asset management firms.

INDUSTRY INSIGHTS

INDUSTRY INSIGHTS

The SEC Marketing Rule, Net-of-Fees Performance and Attribution

Our take on the new SEC Marketing rule, the challenges and potential ways forward.

24/10/2022

INDUSTRY INSIGHTS

Communicating with Clients in Times of Uncertainty

In times of uncertainty is it better to communicate or stay quiet? We shared our thoughts along with a few tips.

25/03/2022

INDUSTRY INSIGHTS

The Superbowl, Curling and Asset Management Commentary

Assette's Brian Duddy explores the importance of asset management commentary.

07/02/2022

INDUSTRY INSIGHTS

Diversity and Inclusion Data and Delivering Differentiation

Learn how diversity and inclusion data can help you differentiate your frim.

12/11/2021

INDUSTRY INSIGHTS

Your Portal Across the Client Lifecycle

Your portal: it's not just for established clients anymore.

INDUSTRY INSIGHTS

SELECT * FROM ClientPresenations WHERE Solution = ‘No Code’

The no-code movement is popular in the IT world. But can it be applied to the asset management industry? Assette's Corey MacDonald shares his perspective.

12/08/2021

INDUSTRY INSIGHTS

Five Tips: Report Design and Standing out Without Face-to-face time.

Client Report design tips to help you make a strong first impression with prospective clients.

22/05/2020

INDUSTRY INSIGHTS

Client Reporting in a Competitive Environment

Why effective presentations and client reports are an integral part of a proactive client service strategy.

18/03/2021