IMEA

Don’t miss the opportunity for your firm to be recognized for excellence in investor and advisor education.

IMEA hosted its annual Digital Summit at the Franklin Templeton campus in sunny St. Petersburg, FL. Presentations are now available.

An in-depth webinar 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.

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.

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.

The IMEA has expanded its education mission and established a Committee to help chart its course. Their mission is to provide insight and perspective to advisors about all investment management products.

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.

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.

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.

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.