FolioDynamix Making Waves in Bank Trust Market

Fundfire featured an article yesterday about FolioDynamix adding a new client in the bank trust space.  They called me for comments on how the company has positioned themselves to increase bank trust market share and if their platform provides an opportunity for asset managers to sell more product. The article is by Danielle Verbrigghe, who recently […]

Finding the Keys into Sponsor Platforms (2/2)

This is a summary of a session from the Money Management Institute's 2012 Fall Solution Conference. This is part two of a two-part series.  You can read part one here. Moderator:  Bill Broderick, Principal, Investment Advisory, Edward Jones. Panelists: Steve Raimer, Partner, Director of Due Diligence, Lord Abbett & Co. Jeff Holland, Executive VP, Head of Capital Markets, Cole Real […]

Finding the Keys into Sponsor Platforms (1/2)

This is a summary of a session from the Money Management Institute's 2012 Fall Solution Conference. This is part one of a two-part series. Moderator:  Bill Broderick, Principal, Investment Advisory, Edward Jones.  They launched their SMA program back in 1993 ($2.5 bil AUM), Mutual Fund Advisory (MFA) was launched 4 yrs ago and now has over […]

A Manager's Guide to Breaking into Sponsor Platforms

“Uncovering Managers in Today’s Crowded Market: Accessing the Platform” was one of the sessions from the MMI 2011 Fall Solutions Conference.  This post is a summary of that session. Speakers: Thomas Latta – Global Head of Traditional Due Diligence, Bank of America Merrill Lynch, leading the traditional asset class due diligence teams (35-40 people), both […]