institutional asset management

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CRM in institutional asset management

This document lists the importance of CRM in Institutional Asset Management firms. Deploying a system can assist an IAM firm in all aspects of its interactions with prospects, clients, consultants, brokers, service providers, and even help when targeting/profiling competitors. Several of the key functions that can be supported and benefits...

Tags: institutional asset management, CRM, benefit

White papers 2003-05-06

Additional Resources

Deutsche Bank's Asset Management Division Hires Ross Sakamoto as Senior Product Specialist for Quantitative Strategies

NEW YORK -- Deutsche Bank's Asset Management division today announced that Ross Sakamoto has joined DB Advisors as a Director and Senior Product Specialist for Quantitative Strategies. DB Advisors is Deutsche Bank's institutional asset management business. "Our client base and assets under management within our quantitative strategies have...

Articles 2008-05-07

InvestTech's Leadership Presence Extends to Canada

InvestTech Engages with Three of the Largest Canadian Pension Plans LOS ANGELES, NEW YORK, TORONTO & BOSTON -- InvestTech Systems Consulting, Inc., the leading IT and operations consultants for institutional investors disclosed today that as a result of recent major engagements with Canadian firms, they are positioned as...

Articles 2008-05-07

Traditional Investments Suffer Significant Loss; Merger Activity High Among Asset Management Firms Says Callan Associates STAR Report

Research Indicates Strong Client Interest in Alternative Strategies Driving Both Trends SAN FRANCISCO -- Callan Associates 2007 Style, Trend, Analysis and Research report STAR, published in April by the firm's Institutional Consulting Group, shows traditional asset classes lost $265 billion -- an 8% decline in the $3.3 trillion...

Articles 2008-05-07

JPMorgan Tax Aware Real Return Fund Reaches $1 Billion in Assets

-fund offers unique combination of inflation protection and tax aware status- NEW YORK, May 6 /PRNewswire-FirstCall/ -- JPMorgan Asset Management today noted that its JPMorgan Tax Aware Real Return Fund TXRAX reached $1 billion in assets under management. The JPMorgan Tax Aware Real Return Fund seeks...

Articles 2008-05-06

IMM Nearly Doubles Orders During First Quarter

Products Help Institutions Automate Process between Host System and Imaging System LINDEN, N.J. -- Integrated Media Management[R] IMM, a document output management and automation technology provider, has announced that it ended the first quarter of 2008 with a 49 percent increase in monetary orders in comparison to the...

Articles 2008-05-06

Deutsche Bank Publishes Sixth Annual Alternative Investment Survey

Approximately 1000 respondents from 500 investor firms worldwide, representing nearly $1 trillion in hedge fund assets, participated in the industry's largest comprehensive hedge fund investor survey LONDON & NEW YORK -- Deutsche Bank today announced the results of the sixth annual Alternative Investment Survey, which was conducted during...

Articles 2008-05-06

GoldenSource Reports Strong Q1 EDM Sales, Announces New Strategic Hires and Moves Into New London Facility

LONDON and NEW YORK, May 6 /PRNewswire/ -- GoldenSource Corporation, a global software provider of Enterprise Data Management EDM solutions for financial and securities institutions worldwide today announced strong sales of its solutions in London, Brussels, New York and Toronto during the first quarter of 2008. Across all of...

Articles 2008-05-06

MCF Corporation Announces Financial Results for the First Quarter Ended March 31, 2008

SAN FRANCISCO -- MCF Corporation (NASDAQ:MERR) today released earnings for the first quarter 2008. First Quarter Financial Highlights [TABLE OMITTED] (1) Total recurring revenue includes revenues from Panel Intelligence, LLC; MCF Asset Management, LLC; Institutional Cash Distributors ICD; OTCQX Advisory Group; and Capital Access Group. ...

Articles 2008-05-06

State Street Chairman and Chief Executive Officer Ronald E. Logue and Chief Financial Officer Edward J. Resch to Speak at UBS Global Financial Services Conference

BOSTON -- State Street Corporation (NYSE: STT) announced today that its chairman and chief executive officer Ronald E. Logue and chief financial officer Edward J. Resch will speak at the UBS Global Financial Services Conference in New York on Tuesday, May 13, at 8:40 a.m. EDT. The presentation...

Articles 2008-05-05

Lazard Declares Quarterly Dividend

NEW YORK -- Lazard Ltd (NYSE:LAZ) today announced that its Board of Directors has declared a quarterly dividend of $0.10 per share on its outstanding Class A common stock. The dividend is payable on May 30, 2008, to stockholders of record on May 14, 2008. Lazard, one of...

Articles 2008-05-05

BlackRock Closed-End Municipal Fund Data Released For March 2008

NEW YORK -- BlackRock, Inc. today announced that it released data for its closed-end municipal funds for March 2008. This information can be found in the "Closed-End Funds" section of www.blackrock.com. About BlackRock BlackRock is one of the world's largest publicly traded investment management firms. At...

Articles 2008-05-05

DundeeWealth to Buy 60% of Aurion Capital

DundeeWealth Inc. ("DundeeWealth") (TSX: DW) today announced that it has entered into an agreement to buy 60% of Aurion Capital Management Inc. ("Aurion"), a Toronto-based institutional money manager with a proven track record in equities, real estate and fixed income and more than $4.5 billion in assets under management ("AUM")....

Articles 2008-05-05

Israel Cleantech Ventures Raises $75M

Fund to Target Israeli Companies in Renewable Energy, Water Purification, Energy Efficiency and Technologies Facilitating Cleaner Industry RAMAT HASHARON, Israel -- Israel Cleantech Ventures ICV, the first Israeli cleantech-focused investment fund announced today that it reached a final close of $75M for its debut fund, significantly exceeding its...

Articles 2008-05-05

Bankruptcy Lawyer Rebecca J. Winthrop Joins Ballard Spahr

LOS ANGELES -- Rebecca J. Winthrop joined the Los Angeles office of Ballard Spahr Andrews & Ingersoll, LLP as of counsel in the Litigation Department and the Bankruptcy, Reorganization and Capital Recovery group announced David C. Sampson, managing partner of Ballard Spahr's Los Angeles office. "Rebecca is an...

Articles 2008-05-05

State Street Chairman and Chief Executive Officer Ronald E. Logue and Chief Financial Officer Edward J. Resch to Speak at Lehman Brothers Financial Services Conference

BOSTON -- State Street Corporation (NYSE: STT) announced today that its chairman and chief executive officer Ronald E. Logue and chief financial officer Edward J. Resch will speak at the Lehman Brothers Financial Services Conference in London on Tuesday, May 20th , at 9:25 a.m. BST (4:25 a.m. EDT). ...

Articles 2008-05-05

New Star threatened with loss of Pounds 1.7bn if mutual severs its

Family Investments is reviewing its relationship followingfund's disappointing performance in recent months New Star Asset Management faces losing nearly 10 per cent of its assets if the performance of its funds doesn't improve, a leading institutional investor has indicated. New Star manages assets worth...

Articles 2008-05-04

EV Energy Partners Announces Purchase of Subordinated Units by EnerVest and Management

HOUSTON -- EV Energy Partners, L.P. (Nasdaq:EVEP) today announced that EnerVest Ltd EnerVest, which controls the general partner of EVEP, and EVEP and EnerVest management have purchased 483,740 EVEP subordinated units from CGAS Holdings LLC CGAS, a subsidiary of CGAS Exploration, Inc. which is owned by EnerVest-managed institutional partnerships. These...

Articles 2008-05-02

Bank of America to Present at UBS Global Financial Services Conference

CHARLOTTE, N.C., May 2 /PRNewswire/ -- Bank of America Global Consumer and Small Business Banking President Liam McGee will speak at the UBS Global Financial Services Conference in New York City on Tuesday, May 13, 2008 at 8:05 a.m. EDT. McGee will provide an update on the business during...

Articles 2008-05-02

Company Profile for Stone & Youngberg, LLC

Stone & Youngberg Holdings LLC is a financial services company providing a range of products and services through three subsidiary businesses. Stone & Youngberg LLC, founded in 1931 and member FINRA/SIPC, specializes in the origination and sale of fixed-income securities. The firm led or co-managed the sale of...

Articles 2008-05-02