Upcoming macroeconomic events – March/April 2019
Do you write or edit portfolio manager commentaries? Do you want to stay on top of the macroeconomic events that shape your day-to-day life as a financial services marketer? If so, here are the big macro events that the ext. team is keeping an eye on over the coming weeks. On March 20, the U.S. […]
March 12, 2019
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Monday morning briefing – March 11, 2019
What client on-boarding will look like in the future. The global banking sector has the most exposure to cyber risks. Private equity mandates in emerging markets raised US$90 billion in 2018. And much more in this week’s briefing. Enjoy! Economic/industry news International Economic Data Snapshot – includes aggregated data of the worldwide economy: Snapshot: International economic data The […]
March 11, 2019
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Bloomberg and ext. – raising the bar on content and research...
Marketing is a collaborative effort. It takes a group of creative, knowledgeable and dedicated people who are all focused on one important goal: to market a solution, product or service well. In asset management, where real-time research, analysis and statistics are paramount to success, Bloomberg is the gold standard in the industry. Asset management professionals […]
March 6, 2019
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Monday morning briefing – March 4, 2019
An in-depth look at how Amazon is entering the financial services industry. Eleven fintech firms to keep an eye on. How to attract high-net-worth investors. The four key pillars to help protect your company against cyberattacks. And much more in this week’s briefing. Economic/industry news International Economic Data Snapshot – includes aggregated data of the […]
March 4, 2019
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Canadian regulatory trends – 2019 and beyond
Ongoing regulatory changes in the financials sector don’t tend to get much press, but they do have a significant and widespread impact on our industry. Read on to learn how you might be impacted by the actions of our country’s many regulators over the coming months and years. Deferred sales charges fade into obscurity The […]
February 27, 2019
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Monday morning briefing – February 25, 2019
Asset allocators are looking for ways to access private equity. Is Apple entering the credit card market? The number of Canada-based targets from activist investors grew in 2018. And much more in this week’s briefing. Economic/industry news International Economic Data Snapshot – includes aggregated data of the worldwide economy: Snapshot: International economic data European inflation […]
February 25, 2019
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Monday morning briefing – February 19, 2019
Hedge funds can shine amid volatility. The first U.S. bank-backed cryptocurrency may transform payments. Advancing wealthtech through the “American AI Initiative.” Private equity predictions for 2019. And much more in this week’s briefing. Economic/industry news International Economic Data Snapshot – includes aggregated data of the worldwide economy: Snapshot: International economic data U.S. inflation rate fell […]
February 19, 2019
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Monday morning briefing – February 11, 2019
A look at long/short equity hedge funds during the fourth quarter of 2018. Preparing your employees for the age of digital disruption. The impact of regulation on fintech. Will we see a shift back to active management? And much more in this week’s briefing. Economic/industry news International Economic Data Snapshot – includes aggregated data of […]
February 11, 2019
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Learning from the U.S. experience in liquid alts
While liquid alternatives (“liquid alts”) are new to Canada, they’re already a mature market in the U.S. And Canada can learn a lot from the introduction of liquid alts in the U.S. marketplace. Launches, launches and more launches Going into 2019, dozens of liquid alts had already been launched in Canada. We believe liquid alt […]
February 8, 2019
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Upcoming macroeconomic events – February/March 2019
Do you write or edit portfolio manager commentaries? Do you want to stay on top of the macroeconomic events that shape your day-to-day life as a financial services marketer? Knowing what’s happening and why it matters is important. To help you stay on track, here are the big macro events the ext. team is keeping an […]
February 8, 2019
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10 books to add to your mid-winter reading list
Saying we’re avid readers would be an understatement. That’s why, when the cold sets in, we grab a good book or two. Here’s a list of 10 books recommended by the ext. team: The Fifth Risk by Michael Lewis From the publisher: “Michael Lewis’s brilliant narrative takes us into the engine rooms of a government […]
February 6, 2019
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Monday morning briefing – February 4, 2019
A look at digital trends for 2019. Private equity continues to attract assets from public pension plans. ESG measurements are improving. Risk models still require the human touch. And much more in this week’s briefing. Economic/industry news International Economic Data Snapshot – includes aggregated data of the worldwide economy: Snapshot: International economic data The Fed […]
February 4, 2019
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Monday morning briefing – January 28, 2019
The new technologies that European banks are prioritizing. The possible impact of an Amazon chequing account. The shift from passive to strategic beta and active. The practices FINRA will focus on in 2019. And much more in this week’s briefing. Economic/industry news International Economic Data Snapshot – includes aggregated data of the worldwide economy: Snapshot: […]
January 28, 2019
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Monday morning briefing – January 21, 2019
How technology will impact banking this year. Private equity showing a lot of interest in franchise chains. Personalized service key for millennial banking customers. Here are some important trends family offices should be focused on. And much more in this week’s briefing. Economic/industry news International Economic Data Snapshot – includes aggregated data of the worldwide […]
January 21, 2019
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Monday morning briefing – January 14, 2019
Bank and fintech partnerships took a big step forward in 2018. Expected trends for the hedge fund industry in 2019. How to improve the customer experience during digital onboarding. Here’s what matters to millionaires’ children. And much more in this week’s briefing. Economic/industry news International Economic Data Snapshot – includes aggregated data of the worldwide […]
January 14, 2019
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Upcoming macroeconomic events – January/February 2019
Do you write or edit portfolio manager commentaries? Do you want to stay on top of the macroeconomic events that shape your day-to-day life as a financial services marketer? If so, here are the big macro events that the ext. team is keeping an eye on over the coming weeks. Canada’s inflation rate for December […]
January 11, 2019
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Monday morning briefing – January 7, 2019
Hedge funds looking to expand their offering to attract investors. Is private equity about to be revolutionized? The top digital trends of 2019. How to help high-net-worth families invest with a conscience. And much more in this week’s briefing. Economic/industry news International Economic Data Snapshot – includes aggregated data of the worldwide economy: Snapshot: International […]
January 7, 2019
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Wednesday morning briefing – January 2, 2019
Creating an excellent customer experience will deliver solid financial results for banks. Private equity expected to surpass hedge funds in terms of assets over the next few years. The high-net-worth are looking for tax-efficient, and legal, options. Tightening monetary policy and sustainability among the themes to watch in 2019. And more in this week’s briefing. […]
January 2, 2019
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Flipping the script on investment commentaries
It’s as inevitable as the changing of the seasons: the return of commentaries for most investment managers. Commentaries tend to result from sales and/or regulatory obligations, and are often viewed as a bit of a distraction when compared to an investment manager’s other core responsibilities. Just a few small changes, however, can increase the value […]
December 12, 2018
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Your investment commentary playbook: tips to make reporting easier
Investment commentary production can be a chore. But there’s one great thing about this business function: it usually follows a fairly predictable pattern. Meaning, it can be made easier if you build some additional preparation into your project plan before it kicks into high gear. Here are some key tasks and milestones to make your […]
December 5, 2018
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