IMEA

Welcome Cohen & Steers to the IMEA

Cohen & Steers becomes the first new IMEA member for 2019. The firm is a global investment manager specializing in liquid real assets, including real estate securities, listed infrastructure, commodities and natural resource equities, as well as preferred securities and other income solutions.

Call for Content

IMEA

As a member of the IMEA you have the opportunity to post content on Alliance’s education website, www.imealliance.com. The editorial position of the website focuses on content that educates on topics like how and why to invest, as well as insight into important issues like retirement income or investment outlooks.

Webinars | 2018 Archive

IMEA

Webinars and other virtual events are an important part of the IMEA’s mission to support thought leadership and best practices. Review the past year’s IMEA and share the content with other members of your team.

Register | 2019 Digital Summit

IMEA

IMEA is set to host its annual Digital Summit, returning to the Franklin Templeton campus in sunny St. Petersburg, FL. A networking reception will be held the evening of March 6, with a full day of discussion to follow on March 7.

Navigate the Tide | Master the Flow of your Client Data

IMEA

In this second webinar, SalesPage dives into the details on how to: 1) Master the flow of data and find the right mix of systematic handing and manual review, 2) Combine your specific view of the market with industry sources to align your distribution vision, and 3) Strike a balance between too much and too little when providing actionable data.

Data | Are You Riding the Crest or Drowning?

IMEA

SalesPage shares how a client data platform helps you: 1) Establish a universal format, repository, and process to standardize trade and asset data 2) Provide transparency by channel, line of business, firm, and advisor with consistent reporting. 3) Ensure flexibility to take advantage of the best data and technology in the future.

Presentation Available | Seismic Webinar

IMEA

It’s reported that asset management behemoths guide their marketing strategies and efforts with data analysis tools driven by sales enablement. Seismic discussed the fundamentals of sales enablement and how it is shaping asset management marketing and sales teams.

Presentation Available | Salesfocus Webinar

IMEA, Uncategorized

Dave Halligan discussed how the MARS platform can provide solutions for the complicated and chaotic array of sales and asset data sources.

Partner Insight | Sales Reporting & Data Management Solutions: 7 Considerations

IMEA

Celera’s Matthew Franey dives into guidelines for evaluating new or existing sales reporting and data management technology. Read to learn his top seven considerations throughout the process.

From the Director’s Chair

IMEA

“This month’s Leadership Summit provided great insight on what’s to come in 2019, including the launch of the Education Council. Look for more information coming soon on upcoming initiatives including Advisor Education.” — Kimber Lintz, IMEA Director

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UPCOMING EVENTS

February

06FEB1:00 PMBroadridge WebinarFebruary 6 • 1:00 PM ET

Event Details

Transforming Your Content Marketing Operations
How to create, deliver and more effectively measure the value of your marketing content.

You’ve heard it all before . . . product commoditization, fee pressure and the decline of active management. As a result, virtually all asset management marketers are faced with doing more with less.

At the same time, Advisors and other key audiences are looking for the most relevant product materials delivered in a timely manner through their channel of choice.
How do you manage your content marketing operations in this challenging environment?

The good news is that technology can help you get more from your marketing content. The bad news? Many firms have not yet adjusted their internal processes and operations to make the most of this technology. Regardless of the vendors and systems asset managers use, there are foundational elements that need to be put in place to maximize the value of your marketing content.
Join us for an in-depth discussion on content marketing operations in asset management. Learn how you can improve your ability to create, distribute and more effectively measure the value of your marketing content.

PRESENTER

Ed Hrybenko
Vice President of Strategy & Business Development, Marketing & Regulatory Communications Solutions
Broadridge Financial Solutions
Ed joined Broadridge in 2017 after spending over 25 years in the asset management industry with OppenheimerFunds and Dreyfus. He is responsible for leading strategic product initiatives to drive growth within Broadridge’s Mutual Fund and Retirement Solutions business across marketing and regulatory communications. He has extensive expertise in financial services and the underlying technology and operations solutions that empower marketing. Ed holds FINRA Series 7 and 24 licenses and has a Bachelor of Arts degree in Government from Cornell University.