About Luke Tones - Head of Product

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So far Luke Tones - Head of Product has created 3 blog entries.

The panel: putting AUM and flow in the spotlight

For the panel, Greg was joined by Dr Carl Salz, Senior VP of Client Data at PIMCO; Terry Yodaiken, Head of Distribution, Business Support & Governance at First Sentier Investors; and George Bliss, Managing Director, Business Solutions EMEA Client Group at AllianceBernstein.     During the session, the panellists discussed the definition of client AUM and flow — looking at [...]

By |2022-07-15T16:25:15+01:0015 July 2022|Events|0 Comments

Key learnings from TSAM 2022

It was great to be at The Summit for Asset Management (TSAM) this year, which was hosted in London on 16 June. The annual event brought together leading asset management firms to discuss the latest challenges facing the industry, as well as the evolving technological and regulatory landscape. The event also saw Greg Glass, Executive Director & Head of Revenue [...]

By |2022-07-15T16:25:54+01:0012 July 2022|Events|0 Comments

The Challenges of Client Revenue

Client and sales assets under management (AUM) and flows can throw up dozens of false positives and negatives as indicators of business performance. So, why are so many sales managers still relying on these metrics? Effecting a shift to calculating and publishing client revenue metrics on a production basis is complex and difficult to achieve. Below, we have explored five [...]

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