Data Council Summit | March 7-8 – Save the date
How does data come together to deliver commercial value across multiple organizations? Presented in partnership with SS&C, the IMEA Data Council Summit will explore the commercialization of data and building a data roadmap with case studies, presentations, and open discussions. Learn more here.
IMEA Category Posts
-
All-Council Roundtable | 2023 Outlook – Watch the Replay
IMEA Chair John McDonough and Boston Consulting Group’s Chris McIntyre discussed key issues facing the investment industry in 2023. Watch the replay here.
-
IMEA Chair John McDonough on Introducing Clients to REITs
In an article for Financial Advisor Magazine, IMEA Chair John McDonough shared views and guidance on how Advisors should approach conversations on REIT investing with clients. Read the article here.
-
Financial Advisor Survey Reveals Insights on Alternatives
A survey of over 800 Financial Advisors by IMEA Sponsor ISS Market Intelligence revealed a variety of insights on alternatives. Learn more here.
-
Advisor Resources for 2023
Offering client education and practice management resources for Financial Advisors, the IMEA’s Advisor Education Center features views and insights to help Advisors prepare clients for success in 2023. See the latest.
-
2022 Year in Review
The return of in-person events, new Members and Partners, and more exciting developments made 2022 a landmark year for the IMEA. See how Members engaged with industry colleagues and exchanged views on key issues with the IMEA Year In Review.
-
In Session | Cyber Security Trends & Zero Trust – Watch the Replay
GreenPages Technology Solutions shared key cyber security trends investment management firms need to be aware of, including how a Zero Trust business strategy can help firms protect data. Watch the replay.