Events

In this podcast episode, leaders from Harbor Capital Advisors and IMEA Corporate Partner TIFIN discuss the challenges asset managers face in today’s digital-first world and the meaning of distribution 2.0. Featuring:

• Rebecca Muse-Orlinoff, Senior Vice President, Head of Marketing | Harbor Capital Advisors
• Niharika Shah, Executive Vice President, General Manager | TIFIN Clout

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In this partner podcast episode, IMEA Partner ddm marketing + communications discusses how machine learning and personalized marketing are impacting personal outreach in the financial market. Featuring:

• Jewel Hainer, Account Manager, ddm marketing + communications
• Caroline Ramseyer, Account Manager, ddm marketing + communications

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All-Council Summit Highlights Now Available

The IMEA returned to in-person events for the first time in more than two years at the All-Council Summit in Chicago, where industry executives and thought leaders made connections, exchanged ideas and gained insights across key business areas. IMEA Members can catch up with session highlights, presentation slides, and an attendee list below.

 

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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.

At the current stage of the pandemic, how are wirehouses approaching the return to office, vaccine guidelines and travel policies ? Listen to the latest IMEA Podcast episode led by John McDonough, IMEA Executive Committee Vice Chair & Invesco Head of Wealth Management Intermediaries, and featuring:

• Ben Huneke, Managing Director, Head of the Investment Solutions Group, Morgan Stanley
• Stephanie Meadows, Director of Relationship Management & Financial Advisor Education, Wells Fargo

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Members of the Data, Distribution, Marketing and Product Councils met virtually for the IMEA’s first event of 2022 on Jan. 27 to discuss Advisor engagement, a top priority among investment management firms. The event included a presentation of the latest research and insights on Advisors from Broadridge and Corporate Insight, followed by Council breakout groups focusing on key topics within their business areas.

IMEA Members can access replay videos, presentation slides and discussion recaps below.

 

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On December 8, the IMEA Data Council met virtually for the first time since it announced its evolution from the Digital Council for a discussion led by the Data Council Steering Committee. Fund professionals across marketing, distribution and business intelligence gained insight on the Council’s recent evolution, and shared perspectives on the key data challenges and opportunities facing firms today. The conversation served as a foundation for topics to be discussed in 2022, including data strategy, enablement, and more.

IMEA Members can watch the replay below and learn more about the Data Council here.

 

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IMEA’s Digital Council discussed the leading topic of digital enablement with the Digital Steering Committee leading the conversation. The session kicked off with opening commentary from Lee Kowarski, Council Sponsor, SS&C. Discussion topics included:

• What is the new enablement?
• How do firms create an on-demand experience for clients and sales teams?
• What are the key areas of data strategy?
• The path from manual to automation
  • Importance of maintaining a human element
  • What ideas aren’t working?

 

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Marketing leaders met on October 27th to discuss the evolution of the marketing campaign. Vicki Lester, Steering Committee Chair and Head of Intermediary Marketing with Columbia Threadneedle Investments, led the conversation with opening commentary from industry consultant, Bill Finnegan, with Seismic. Discussion topics included:

• What personalization means for individual firms:
• The importance of managing expectations
• Earning and maintaining trust in a digital age
• The role of business intelligence and data
• What this means for content

 

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IMEA’s Product Council met on October 8 and discussed market trends, ESG and product teams. Topics discussed
included:

• Market trends
• ESG taxonomy, nomenclature, labeling & regulations
• Building and maintaining product teams

 

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IMEA’s Distribution Council Steering Committee met on October 1 to discuss the next generation of distribution engagement. More than 65 members registered for this unique roundtable, which broke the group into three separate rooms for more targeted conversation on the main topics of: data-driven enablement, the digital environment and the modernization of client coverage. Other discussion highlights included:

• Identifying the right data
• Defining ‘Digital’ for individual companies
• Different ways to engage

 

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Moderated by Pamela Meenan, Senior Manager at Aberdeen Standard Investments, this interactive roundtable explored different ESG approaches. Participants shared perspectives on which strategy is best to use and why in this evolving area, as well as:

• Inconsistency of terminology and language
• The importance of internal and external education

 

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Moderated by Ken Burd, Head of USCG Business Intelligence and Analytics — Principal Global Investors – this interactive roundtable addressed the personas and behaviors associated with Segmentation 2.0. Now is a critical time for sales teams to make the right connections and deliver the right messages. This discussion explored how segmentation sets the stage for firms to gain a better understanding of client needs and more:

 
DISCUSSION TOPICS:

• Advisor segmentation across distribution channels
• The importance of targeting the right people and teams and defining roles
• Fine tuning the approach on identifying personas
• The value of teams data and data stewardship

 

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Presenters from Nationwide and Columbia Threadneedle led this interactive discussion of the newly-released SEC modernized marketing rules and the opportunities and challenges they present, plus:

• How the new rules have changed – including endorsements and testimonials
• What audience the rules apply to
• Are the new rules more limiting or flexible
• How the rules align with other existing industry regulations
• Implementation timeframe

 

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Moderated by IMEA Chair George Riedel, Head of U.S. Intermediaries at T. Rowe Price, this all-member roundtable focused on highlights from the IMEA-BCG joint survey, The Future of Distribution. Participants heard survey results and exchanged perspectives on digital distribution processes, best practices and more:
 

DISCISSION TOPICS

• Increased productivity and changing mindsets, despite the disruption of the Pandemic
• Changes in Advisor behavior and how they serve clients
• Firm priorities and organization
• Data science / analytics and capabilities

 

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Led by Jim Cove, Senior Vice President, Investment Strategies & Product Management at Natixis, this interactive discussion explored many of the issues product leaders face today, including:

• ESG Funds: Launching New Funds vs. Converting Existing Funds
• Privates
• Active Semi-Transparent ETFs
• Model Portfolios
• Cryptocurrency Products

 

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Led by Glen Yelton, Head of ESG Client Services, North America at Invesco, the discussion explored regulatory approaches for investment managers and other topics, including:

• Integration vs. product
• SFDR and the increased emphasis on ESG for the SEC and DOL
• Potential implications of recent European Union regulations
• Reporting & education
• Client experience

 

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