ESG Roundtable | Integration vs. Product
ESG leaders gathered for a roundtable discussion on August 18th to discuss different ESG approaches. WATCH THE REPLAY
STAR Awards | Judging is Underway
Thank you to all firms that submitted entries for the 2021 STAR Awards! Judging is underway and the recipients will be announced in October. LEARN MORE.
In Session | Segmentation 2.0 Personas and Behaviors
More than 90 members registered for the July 21st In Session, which discussed the next level of segmentation and its impact on connections and messaging for sales teams.
Investor Report – Transactions
IMEA Partner Corporate Insight shares findings from their latest report on the investor buying and selling experience.
Celebrating 50 Years Influencing the Future of Investing
IMEA is celebrating its 50th year in support of the investment management industry. Since its founding in 1971, the Alliance has played a unique role in influencing the future of the investing. From its original goal of educating investors about the benefits of mutual funds, to strengthening the processes and practices that enable companies to serve advisors and investors today.
LEVERAGING YOUR OWN DATA FIRST
IMEA corporate partner, Mars SalesFocus Solutions, discusses the importance of utilizing your internal data first. LEARN MORE.
In Session | SEC Modernized Marketing Rules
Participation was strong for the June 29th In Session where the impact of the newly-released SEC modernized marketing rules were reviewed. LEARN MORE.
Seismic Social Selling Workshop
Join IMEA corporate partner, Seismic, on August 5th for their Humanizing Social Media in Financial Services workshop. LEARN MORE.
Access eVestment Reports
Access IMEA Partner eVestment reports on U.S. Public Plan Asset Allocation & Institutional Intelligence.
IMEA & BCG Survey: The Future of Distribution
More than 100 members registered for the all-member roundtable to discuss the results from the IMEA-BCG joint survey, The Future of Distribution. LEARN MORE.
