kasina Distribution Shifts Shaping US Asset Management

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Slides from my Keynote Address at the Institutional Investor Institute Senior Delegate Roundtable in Aspen, CO on January 19, 2010.

Negócios Economia e finanças

Distribution Shifts Shaping the Future of US Asset Management Mike Ma Institutional Investor Institute Senior Delegate Roundtable Aspen, CO January 19, 2010

Today’s agenda ,[object Object],[object Object],[object Object],[object Object]

The retail distribution challenge today ,[object Object],[object Object],[object Object],Source: kasina, Aligning Distribution: The $500M Challenge, 2007

Two problems with the external wholesaling model ,[object Object],[object Object],Source: kasina, Aligning Distribution: The $500M Challenge, 2007

How have retail organizations tried to respond? ,[object Object],[object Object],[object Object]

Cost-cutting: Lower-cost distribution models ,[object Object],[object Object],[object Object],[object Object],Source: kasina, The Truth About Hybrid Wholesaling , 2008

Cost-cutting: Using technology to drive sales ,[object Object],[object Object],[object Object],Source: kasina, “Your Site Can Sell, Too”, 2008

Adjusting compensation ,[object Object],[object Object],[object Object],[object Object]

Adjusting compensation ,[object Object],[object Object],Source: MF Wire

Retail Distribution is Focused on Tactical Reform ,[object Object],[object Object],[object Object]

Investment decisions are being centralized ,[object Object],[object Object],[object Object],[object Object],Source: kasina, Evolving Distribution Amid Bad Markets, 2009

Institutionalization of retail distribution ,[object Object],[object Object],[object Object],Source: kasina, Cracking the Code, 2007

Key Accounts Strategy Is Requiring a Split of Roles ,[object Object],Source: kasina, Beyond Key Accounts, 2005

Case Study: International Stock Funds Source: Morningstar Direct Fund Flows Update, December 2009 ,[object Object]

How do stars affect eventual market share? ,[object Object],Source: Morningstar Direct, kasina analysis Eventual Morningstar Rating

A counterintuitive result ,[object Object],[object Object],[object Object],Source: Morningstar Direct, kasina analysis Value buying Story

Summary: Institutionalization of Retail is Happening ,[object Object],[object Object]

There are significant reasons to act today ,[object Object],[object Object],[object Object],[object Object]

Few have done well ,[object Object],[object Object]

Institutional brands matter ,[object Object],Source: MF Wire

Institutional organizations are already institutional ,[object Object],[object Object]

Consolidation creates quality and capacity ,[object Object],[object Object],Source: Casey Quirk Investments Outsourcing Survey 2008

Global Implications of Institutionalization ,[object Object],Source: kasina, Distribution Summit, 2008

Mergers create single point of entry ,[object Object],Source: kasina, Distribution Summit, 2008

Regional footprints are cross-channel ,[object Object],But no matter where the investor is, the firm has tried to stay true to a simple mission: to help investors reach their objectives by being the highest-value provider of investment services -- Bill McNabb

Your audience is growing … and listening online ,[object Object],[object Object],Source: What Advisors Do Online 2009, kasina

“ None of the songs were suitable for commercial release” ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Source: http://en.wikipedia.org/wiki/Yankee_Hotel_Foxtrot

Thirsty for new ideas, and willing to work for them ,[object Object],[object Object],[object Object],[object Object]

Thank You. For more information, please contact: 581 Avenue of the Americas, 5th Fl New York, NY 10011 Mike Ma Principal e-mail: [email_address] phone: +1 646 257 4470 fax: +1 212 349 7413

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