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Attention spans are short. Our lives take place online more than ever before. The COVID-19 pandemic shifted many of our daily activities from physical offices to the digital universe in jarring fashion. Many businesses saw this shift as a greater opportunity to connect with their clients.
Our customer left their broker dealer and made a strategic decision to take more control of their clients and client information. The firm needed a new set of technology solutions to achieve this vision.
Our client trusts quantitative analysis to develop investment products and strategies for the discerning institutional investor, affluent individual, and affluent family. Their investment selection model is purely quantitative and honed over four decades of experience.
Next generation investors globally witnessed an incredible amount of social change and social movements. These investors want traditional returns and, more importantly, to have their investments reflect their personal values. Join John as he explores the increase in ESG, thematic, sustainability, and socially responsible investing. All these new investment offerings are attempting to satisfy investors'...
John joins Marguerita Cheng on her podcast and video show, Margaritas with Marguerita. Rita asks John: What is an activist investor? What changes are coming together to cause a rise in activist investors? How is activist investing different from ESG or sustainable investing? What will be the effect of the Rise of The Activist...
John & Cinthia Murphy from ETF Think Tank discuss the growth of thematic ETFs, what makes them successful, and why investors are interested in them in this session from WealthManagement.com InvestmentFuse USA.
RIA client data comes in many forms – while some data may be readily accessible to your business, other data may be harder to get your hands on.
John shares his inspiration for writing his recent book, The Rise of The Activist Investor, and his goal of helping a younger demographic understand how to navigate the activist investor realm with the hosts of GetReal!, Meg Hannington and Genevieve E. Thayer. View the Podcast
