Cohen & Steers’ Post

Another topic near and dear to me! Lisa Featherngill, National Director of Wealth Planning at Comerica Wealth Management, and Arne Boudewyn PhD, Managing Partner of Insights Squared Consulting Group, discussed strategies for managing shared family properties and navigating potential conflicts that can arise among family members. 🏡 Learn more in TheStreet: bit.ly/FamilyVacationHome #ComericaWealthManagement #FamilyVacationHome#SharedFamilyProperties #RealEstateAssets #AssetManagement

How to outperform in today’s wealth management industry? We, EY believe this is the existential question facing wealth management leaders – and a question we have looked to address. The answer can be broken down into three elements – why, what and how. To understand more read our latest edition of the Global Wealth Management Industry Report. This report has been led and delivered by our EY Global Centre for Wealth Management team and draws on our extensive experience, deep sector expertise and our strategic thinking in Wealth Management from across the global EY network. Please get in touch to discuss Matthew Cass ChMC

Thank you to Forbes for the recognition on this year’s Best-In-State Wealth Management Teams ranking. It’s an honor to be recognized among this group of outstanding professionals who consistently work to raise the standards in our industry and a special thank you to our clients, who helped make this possible! https://mgstn.ly/3HboXDR Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based for the period from 3/31/22–3/31/23. https://mgstn.ly/3vwVt0z [Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based for the period from 3/31/22–3/31/23. (https://mgstn.ly/41SfESx)]

In the fast-paced world of asset and wealth management, the integration of Responsible AI, well-crafted policies, and cutting-edge technologies is transforming operations and reshaping the industry landscape. As financial institutions seek to optimize decision-making, enhance customer experiences, and ensure compliance, the convergence of these elements becomes paramount for sustained success.#responsibleai #globaloutlook #emergingtechnologies

In the latest edition of RI News & Views, we delve into the responsibility of asset owners to ensure that their managers and service providers uphold the commitments they have made. This commitment accountability is a crucial aspect of stewardship. We explore the strategies we have implemented to facilitate this process, including assisting our clients in constructing engagement frameworks and through our Manager Engagement Programme. Read our quarterly update now: https://okt.to/cqkGwo #ResponsibleInvestment

We recently published our 2023 Wealth Management Engagement report, which outlines our voting and engagement during the year. Six key engagement themes guide our active ownership approach. These themes are selected based on their materiality to our investments as well as the interests of our clients. Find out more about our engagement: https://lnkd.in/d7CiNFGf When investing, your capital is at risk.   #WealthManagement #Engagement #Sustainability

Joining the wealth management industry comes with its share of challenges, but these obstacles are also opportunities in disguise. For those joining the industry, we ask Dickson for some advice on how they can succeed in the industry for more than 20 years like him. #WealthManagement #FinancialConsulting #IndustryInsights

In wealth management, standing out is crucial. Yet complicated. This research paper explores how leading wealth management firms develop and refine their Unique Value Propositions (UVPs) to distinguish themselves, attract high-net-worth clients, and ensure sustained growth. Send a direct message with 'UVP' to receive it directly.

Through a sequence of 'Ah-Ha' moments, this case study unveils the transformative measures a leading US wealth management advisory firm undertook, capitalizing on their established collaboration with Optymyze to tackle wider business dilemmas and prospects. #casestudy #salescompensation #spm

FINBOURNE & EY report ‘A World of Opportunity: Capitalising on the Fusion of Public and Private Data’ Great new report that we have published with EY . It comes off the back of our recent roundtable in London with the Chief Operating Officers of 11 leading asset managers. The report explores the rise of alternatives and provides expert insights from COOs to maximise potential of multi-asset investment strategies with the seamless integration of public and private data. Hit me up for a copy today. #privatecredit #data #investmentstrategies