ECHELON has created a series of research reports to help educate its clients (and in turn their clients) on a wide variety of topics that concern investment product developers and distributors. These reports use an easy-to-digest format and provide detailed facts and analysis that aid in the development of an understanding of leading product areas and market segments. ECHELON’s research captures the breaking trends in the business and uncovers keys to success—and common mistakes—to keep your team on par with industry leadership.
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Driving Profits: An Executive’s Guide to Financial Success in Separate Account Management
The true key to success for managers of retail separate accounts hinges on their ability to deliver investment results to their clients—the generation of alpha will always be the most important factor in developing a successful and profitable firm. However, alpha is not the entire story. We have seen a number of firms that, despite strong alpha generation, lacked the infrastructure or other key elements of success to grow and thrive as an organization. Driving Profits provides actionable frameworks that help executives develop and implement solutions to increase profitability and enhance enterprise value.
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The Power of Partnership: A Case Study in Success
Successful technology solutions can have resounding effects on scalability and profitability for investment management services providers. The complexities of systems management can cause a strain on resources and can hamper growth if not handled efficiently. The question of whether to buy or build can be daunting for executives at investment firms as they strive for both client acquisition and retention to drive asset growth. The right solution can reduce costs, increase efficiency, open sales channels, and increase long-term enterprise value. This case study in success details the process and benefits of a powerful partnership between two important links in the investment services value chain.
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Platform Made Perfect: A Wealth Manager’s Guide to Optimizing Product and Service Platforms for High-Net-Worth Clientele
Historically, private bank and trust companies have experienced problems understanding, evaluating, and implementing third-party platform solutions to serve high-net-worth clientele. In creating Platform Made Perfect, 3C Financial Partners now offers these firms a guide to help them take advantage of and offer optimal product and service platforms to improve profitability and raise assets. Each section of the report details specific strategies and solutions to help firms find this success.
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All The Right Moves: An Executive’s Guide to Implementing Open Architecture
To help private bank and trust companies compete more effectively in the investment marketplace, 3C evaluated the adoption status of open architecture investment solutions as well as the potentially improved platform efficiency, quality, and business growth that comes as a result of a successful adoption. All the Right Moves provides valuable insights into the most important elements of implementing open architecture byidentifying nine actions that firms should take. Each action is supported by comprehensive research and detailed analysis from 3C. The report culls insight from 65 leading private bank and trust companies and lists key action steps, detailed checklists, keys to success, and common pitfalls.
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