What can Institutional and Retail Learn from Each Other?

Caroline Haley


First Quartile (Part of FWD)

First Quartile have prepared a two-page event summary from the recent Forum Asset Management event. Please use the download button to see the PDF.
Most marketers regard brand as a driver of growth in retail asset management, but some view it as less important in the institutional investment space. Meanwhile, factors such as having solid, rather than spectacular, performance and a stable fund management team, often carry greater weight in the institutional world. What lessons can institutional and retail investment marketers learn from each other? And with the growth of defined contribution pensions, how can the approaches support each other?
Our expert panel debated the issues, and First Quartile share the key points. Speakers Included:

  • Magnus Spence, Managing Director, Spence Johnson
  • Christian Zeinler, Partner, McKinsey & Company
  • David Walker, Senior Writer, Insurance ERM & Insurance AssetRisk, Field Gibson Media
  • Heather Hopkins, Director of Research, Platforum

Our thanks to First Quartile for producing the event summary which you can download using the button in the top right of this page.

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