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An Accelerating TrendJanuary 11, 2017 · 0 Comments
In recent quarters, the long-term shift from active to passive investment management has accelerated dramatically. By November of 2016 (the latest available data), the active/passive spread in flows (net outflows from active vehicles and net inflows into passive-12 month annualized) had reached nearly $500 billion. This compared to an average flow spread from 2006 to 2015 of just $163 billion.
Happy HolidaysDecember 28, 2016 · 0 Comments
As the holidays and year end quickly approach, we’d like to wish everyone a holiday filled with joy, time with family and friends, and all the best for the New Year. As our thoughts turn to 2017, it’s also time for Optima Group’s annual musings on the key issues and trends of the coming year. We
And the winner is…December 19, 2016 · 0 Comments
This is the moment you have all been waiting for… Pantone’s Color of the Year-drum roll please-is Greenery, “A refreshing and revitalizing shade, symbolic of new beginnings.” As Leatrice Eiseman, Executive Director of the Pantone Color Institute explains “Greenery bursts forth in 2017 to provide us with the reassurance we
Client Engagement and the End GameDecember 19, 2016 · 0 Comments
In an era of commodified investment solutions, client engagement has become a critically important element of wealth management. To enhance and differentiate their services, wealth management firms are striving to enrich client communications in order to more clearly and transparently explain their value proposition and process. For their part, better informed clients are demanding more
And the winner is…December 2, 2016 · 0 Comments
Each year, Oxford (as well as other dictionary sources) Dictionary releases its word of the year. The word of the year is a “word or expression chosen to reflect the passing year in language.” It’s a competitive field, with Oxford experts reviewing, evaluating and debating any number of potential candidates before making its final choice.
S’Bux Cups ReduxNovember 29, 2016 · 0 Comments
Photo: Starbucks News A couple of weeks back (in the what seems like the long ago pre-election era), we wrote about the Starbucks green cups, designed by artist Shogo Ota using one continuous line to denote many people coming together as a symbol of unity. The ensuing uproar was a validation of the strength of
Opportunity in UncertaintyNovember 17, 2016 · 0 Comments
A survey of wealth management and private banking executives done last year by Deloitte and the European Financial Management Association (EFMA) pointed to the need for a reinvention of the core service model of the industry. The study found “an increasing evolution toward a model where the wealth manager
Telling Time by DesignNovember 10, 2016 · 0 Comments
We have not yet finished the Halloween candy in the office (last I checked there were two mini Kit Kat bars in the bowl), and yet the holiday season is fast approaching. In years past, the holidays officially began the day after Thanksgiving, when the neighborhood lights were hung and toy commercials bombarded the airwaves.