Deloitte Asset Management Survey

Well worth a read for you all. You will see the more strategic trends in the industry, many of which our brand and market posture is beginning to emit. Sustainability, ESG, growth of non-transparent ETF’s, distribution in Latam, Asia and certain African geographies. 
https://www2.deloitte.com/content/dam/Deloitte/lu/Documents/financial-services/IM/lu-asset-management-survey.pdf

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Sales Training

ESG: Latest McKinsey Report

Herewith another great piece of market content from Mckinsey on ESG. https://www.mckinsey.com/business-functions/sustainability/our-insights/the-esg-premium-new-perspectives-on-value-and-performance The focus on ESG – In a new McKinsey & Company survey, executives

Julie Watts July 8, 2020
Sales Training

Pre-Sales Process

The process for requesting work by the Pre-Sales team is below: Once you’ve identified what needs to be done, please email Julie and Kevin and

Julie Watts July 8, 2020