Jan 27th | 1:00 PM - 2:00 PM

2022 Outlook | All-Council Virtual Event

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.

Broadridge
Matt Schiffman, principal of distribution insight at Broadridge, presented on the future of Advisor engagement, including Advisor engagement practices and trends and how asset managers can best position themselves for success.

Corporate Insight
Jen Taylor, director of investing research at Corporate Insight, presented on portfolio and diagnostic construction tools, including Advisor preferences and opportunities for asset managers.

BREAKOUT GROUP RECAPS

Distribution Council
The Distribution Council discussed:
The evolving role of internal, external and hybrid wholesalers
How to drive the adoption of different technologies among wholesalers
Distribution’s sales enablement needs
Aligning resources for digital and in-person Advisor engagement

Marketing Council
The Marketing Council discussed the Advisor journey, including:
Understanding the Advisor experience
Implementing challenges
Tools Advisors value and how to differentiate with them

Product Council
The Product Council discussed how Advisors are engaging with model portfolio and ESG products, including:
Model portfolio challenges, and when and where to place them
ESG product sentiment and challenges

Data Council
The Data Council discussed how data teams should organize around new questions, including:
How to approach a measurement plan for value adds
The ROI of value adds related to marketing tools and content
Supporting data with qualitative feedback and vice versa

DISCUSSION LEADERS
Data Council | James Keenan | Digital Marketing Director | AMG
Distribution Council | Rocco Benedetto | Head of US WMI Field Distribution | Invesco
Marketing Council | Vicki Lester | Head of Intermediary Marketing | Columbia Threadneedle Investments
Product Council | Jim Cove | Senior Vice President, U.S. Marketing | Natixis Investment Managers

View Participants

PRESENTERS

James Keenan

Director, Digital Marketing

AMG

Rocco Benedetto

Head of Field Sales, US Wealth Management Intermediaries

Invesco

Vicki Lester

Vice President, Head of Segment Marketing, Consulting & Development

Columbia Threadneedle Investments

Jim Cove

Treasurer | Executive Vice President, Head of U.S. Marketing

Natives Investment Managers

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