The retail asset
management practice examines the opportunities and challenges that asset
managers face in the retail channel. It provides ongoing data and
analysis of product strategy and development, product delivery and
support (e.g., branding, RFPs), manufacturing, organization structure,
and product structure—including the use of subadvisors and non-mutual
fund vehicles. Focus is given to retail third-party distribution and
asset managers’ role in portfolio construction in both traditional
long-only and alternative strategies and asset classes. Data is derived
from our regular surveys of asset managers, distributors, and financial
advisors.
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