Product & Marketing
Learning programs are listed below. Visit our blog for additional content on this topic.
Product & Marketing Webinars
A Guide to LIBOR TransitionContains 2 Component(s) Includes a Live Web Event on 11/04/2020 at 10:00 AM (EST)
The transition from LIBOR is gathering pace. Preparedness inquiries from clients and vendors have increased. Regulatory requirements, market dynamics, and business implications have evolved. Join our panel of industry experts to help assess your firm’s transition readiness.
A Global View on Alternative InvestmentsContains 1 Component(s) Recorded On: 07/22/2020
Alternative investments continue to attract attention from investors around the globe. To help asset managers plan for the future, we have assembled a panel of global experts to review the likely changes in the alts landscape over the coming years and the key business imperatives to keep on the radar in 2020 and beyond.
The Future of Marketing and Regulatory CommunicationsContains 1 Component(s) Recorded On: 07/15/2020
Join our panel of experts, sponsored by Broadridge, as they dive into the current regulatory environment guiding marketing communications, as well as leading oversight and tracking techniques. Learn from different industry perspectives how firms are approaching and managing their communications strategies.
Client Journey MappingContains 1 Component(s) Recorded On: 11/20/2019
With advanced technology and new ways to tell the story of a customer experience, client journey mapping has moved into an integrated, data-driven operational program.
Product & Marketing Podcasts
Invesco's Nate Dierkling on the Evolving FA PracticeContains 1 Component(s)
Invesco's Nate Dierkling on the evolving FA practice, relationships, and model structures
Fidelity Investments' Tricia Haskins on Distribution DisruptorsContains 1 Component(s) Recorded On: 02/27/2020
Fidelity's Tricia Haskins on distribution disruptors and technology adaptation
Invesco's Jack Tierney on Product Development Trends and UITsContains 1 Component(s) Recorded On: 04/23/2019
A conversation with Jack Tierney, Executive Director, Product Development at Invesco.
Product & Marketing Research
An In-Depth Look at the Nuance Practices of ESG InvestingContains 1 Component(s)
Nicsa presents a Rosetta Stone for Learning to Speak ESG. (09/01/2019)
Best Practices in Aligning Sales and Marketing GoalsContains 1 Component(s)
Utilizing analysis-driven insights to support cross-function alignment. (04/01/2018)
Product & Marketing Reference Guides
Topics in Performance Appraisal Level II chapterContains 1 Component(s)
There are various performance appraisal metrics, contexts, and considerations when undertaking a performance evaluation. Chapter from the CFA Institute CIPM program.
Performance Evaluation Introduction Level I chapterContains 1 Component(s)
Performance evaluation is an integral part of the investment management decision process because it provides feedback on the effects of investment activities and the decisions on the performance of portfolios. Chapter from the CFA Institute CIPM program.
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