MESSAGE FROM THE DIRECTOR
In this unprecedented time, the IMEA’s mission has never been more critical – to help inform and educate investors and advisors. That mission also extends to connecting you, our members, with each other to discuss the strategies and best practices in our industry. Read More
This discussion will focus on initiatives for the qualitative research, analysis and measurement of these solutions. Potential opportunities in the current environment will also be addressed.
A special section has been added to the site related to the Coronavirus’ impact on the market. Click here to submit content to this valuable advisor hub for client education and practice management resources.
As the health and safety of members and event attendees is top of mind, the Digital & Data Interchange, hosted by Charles Schwab, has been postponed to June 11.
Senior marketing leaders gathered at Columbia Threadneedle in Boston on March 5 for the IMEA Strategic Marketing Pop-Up Roundtable.
This member-only issue-focused forum will bring together investment management executives involved in Portfolio Construction and Model Portfolios for the third consecutive year.
Investment management executives with responsibilities in distribution, sales and product management and development will come together in New York to examine top-of-mind issues in these critical business areas.
April
May
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September
Executive Committee
Digital Council
Distribution Council
Marketing Council
Product Council
