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.
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.
Marketing leaders met on October 27 to discuss how personalization is impacting the traditional marketing strategy. Watch the Replay.
Corporate Insight discusses how firms are adapting to UX best practices and shares predictions for where design is headed in the future.
The Digital Council discussed the rapidly changing area of digital enablement, with insights from a wide range of investment management firms. Watch the Replay.
More than 75 members registered for the second session of the virtual Leadership Summit on October 6 exploring Custom Indexing. WATCH THE REPLAY
Next Generation Distribution Engagement was the subject of IMEA’s Distribution Council Roundtable on October 1. Members were broken into three separate rooms for interactive discussion on critical issues in this important business area. WATCH THE REPLAYS
ESG leaders gathered for a roundtable discussion on August 18th to discuss different ESG approaches. WATCH THE REPLAY
Participation was strong for the June 29th In Session where the impact of the newly-released SEC modernized marketing rules were reviewed. LEARN MORE.
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.