Products December 10, 2009

Reports Offer B/D Insights for Investment Managers

Strategic Insight, an Asset International company, and Coates Analytics, are collaborating on a series of quarterly reports to help investment management firms navigate the broker/dealer (B/D) marketplace.
Reported by

The firms said each quarterly report offers more than 40 pages of sales ideas, views about the evolving national B/D distribution opportunities, and analysis of exchange-traded funds (ETFs).

Highlights of the Q3 report, according to the firms, include:

  • how investor demand is evolving differently post-crisis via fee-based and commission-based platforms within national B/Ds;
  • how those distinctions affected the fastest growing investment styles within each platform structure during Q3;
  • and how financial advisers at national B/Ds are using ETFs.

 

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Information about subscribing to the reports is available here.

Deals & People December 10, 2009

MFC Adds Director of Consultant Relations

MFC Global Investment Management (MFC GIM) named Bradford G. Thomas as director of Consultant Relations.

Reported by

Based in the Boston office, Thomas will support the management of the firm’s relationships with investment consultants in North America, the firm said. He will report to Brian Torrisi, managing director and head of Consultant Relations.

“We continue to expand our institutional business and know that Brad will play a very important role in our growth,” Torrisi said in a statement.

Before joining MFC GIM, Thomas was manager of U.S. consultant relations and sales at Batterymarch Financial Management, where he was responsible for developing consultant relationships in major North American cities. Earlier in his career, he was a regional director at Old Mutual Asset Management where he represented that firm’s affiliated managers to consultants. He also held sales and product management positions at Morgan Stanley.

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