IMEA

Podcast | Wirehouse Perspective: Engagement Moving Forward

At the current stage of the pandemic, how are wirehouses approaching the return to office, vaccine guidelines and travel policies? In this podcast, leaders from Invesco, Morgan Stanley and Wells Fargo weigh in. Listen here.

PODCAST | PARTNER PERSPECTIVE: NEXT-GENERATION AI ADVERTISING

Audio, Councils, IMEA, Presentation, Uncategorized

In this podcast episode, IMEA Partner TIFIN leads a discussion on the next generation of contextual advertising, which utilizes artificial intelligence to personalize content like never before.

ALL-COUNCIL ROUNDTABLE | 2022 OUTLOOK – WATCH THE REPLAY

Councils, IMEA, Presentation, Uncategorized, Video

The Data, Distribution, Marketing and Product Councils met virtually to share perspectives on Advisor engagement, a top priority among investment management firms in 2022. Watch the replay and view the latest Advisor research and insights by Broadridge and Corporate Insight here.

Digital Council Evolves into the Data Council

Councils, IMEA, Uncategorized

The Data Council will provide a more specific forum for fund professionals to examine strategies, share ideas and discuss industry trends related to data. The decision to become the Data Council is a result of the IMEA’s efforts to align with the growing focus on data among Members and the industry.

STAR Awards Announces 2021 Recipients

Education, IMEA, Uncategorized

Celebrating excellence in investor and advisor education efforts by investment management firms, the 25th annual STAR Awards announced select recipients live during a virtual event. A complete list of recipients across all 26 categories is available on theSTARAwards.com.

2022 MARKETING TRENDS & PERSONALIZATION

Education, IMEA, Partner, Uncategorized

How can investment management firms keep marketing personalized in a time of innovation and automation? IMEA Partner ddm marketing and communications shares how to incorporate empathy and humanity when it comes to latest marketing trends. Learn more here.

In Session | Data Council

Councils, IMEA, Uncategorized, Video

On December 8, The IMEA Data Council met for the first time since it evolved from the Digital Council. The Steering Committee led an engaging discussion that provided insight on the Council’s evolution and explored the data challenges and opportunities among firms today.