Resources and perspectives for asset managers and asset management firms.
Looking to streamline and automate your content creation process in the investment industry? Look no further than Assette and their Assette Certified Expert (ACE) program.
The Assette Certified Expert (ACE) program has officially launched, with Cutter Associates gaining ACE status after participating in the pilot program earlier this year. Cutter’s Senior Director, Barbara Thomas, praised the comprehensive training that enabled their team to implement Assette swiftly and effectively at a major asset management firm.
Our take on the new SEC Marketing rule, the challenges and potential ways forward.
Client Report design tips to help you make a strong first impression with prospective clients.
Assette’s Brian Duddy explores the importance of asset management commentary.
Does the choice of day count method materially affect the return annualization outcome? See what we discovered.
Learn how diversity and inclusion data can help you differentiate your frim.
Your portal: it’s not just for established clients anymore.
Why effective presentations and client reports are an integral part of a proactive client service strategy.
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