Investment Firms: Trends and Challenges

The globalization of the investment management industry has led many firms to seek strategic partnerships or acquisitions and mergers to enhance their products, distribution, or market access. Technology has changed managers relationships with clients and the method in which products are delivered. This proceedings explores the impact of globalization and technology on asset management firms, financial advisors, and client expectations and examines how investment management firms can adapt to the rapidly changing competitive landscape while enhancing performance and client service. Proceedings of the AIMR seminar "Leading Your Firm into the Future"