Sales & Distribution in Asset Management

Many asset management firms provide a full range of services to a high professional standard.

What is asset management?

It strategically controls and allocates investments to optimize financial returns while mitigating risk.

Distribution channels are important segments in asset management. The distribution process plays a huge role in an investment fund's success. An asset manager's distribution strategy should include

• fund marketing,
• fund communication,
• knowledge of distribution and regulatory channels and
• the creation of tools to measure distribution risk.

Asset management in sales helps create and store all a company's digital assets, providing operational access to sales teams. The professional staff provides quality customer service.

They solve all thematic issues that arise.

Strategy in asset management

Asset management strategies include diversification, asset allocation, risk management, and active or passive investment approaches. They maximize returns, manage volatility, and align investments with long-term financial goals. Asset managers must also communicate more effectively with their end clients and transform sales and distribution.

Some trends in asset management:

• Growing assets through alternative strategies;
• utilization of new investment instruments;
• increasing inflows of passive assets;
• shifting to sustainable investing;
• data centralization;
• Cloud-based solutions to minimize cybersecurity risks.