Why Companies Need to Move Swiftly on New Hires

1 month ago
Over the course of the past several months, the coronavirus pandemic has caused companies to re-assess many areas of their business, from operating structures to how to engage clients, more effectively deploy existing resources, or add new talent.  One byproduct of the new environment which we have seen evolve is a dramatic slowing in the […]
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Why Now is the Time to Pursue Top Talent

4 months ago
Concentriq was recently featured in a Barron’s piece written by long-time friend and industry leadership expert Fran Skinner addressing how the pandemic has created a unique opportunity to find high-quality talent. This trend has developed as working remotely has left people with more time to reflect, taking stock of their careers, long-term goals, and life […]
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Strategies for Promoting/Preserving Corporate Culture

11 months ago
Over the past several months we’ve had the opportunity to interact with dozens of senior leadership teams across the asset management industry. Apart from the broader industry challenge that the new low fee, passive investment-focused marketplace dynamic represents, there is another topic that comes up again and again.  Culture.  Many firms are trying to better […]
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2019 Asset Management Trends Survey

1 year ago
As industry margins continue to experience compression and many active managers remain challenged by outflows to passive products, active firms’ leadership teams have responded by being more proactive in cutting costs, seeking new efficiencies, and focusing on areas of innovation or differentiation for their businesses. Taking that dynamic into account along with heightened interest from […]
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Job Candidate Do’s & Don’ts

1 year ago
We are often asked by our clients as well as prospective job candidates for our view on where candidates typically come up short in the vetting process. The answer is simple…it depends. Yes, that response is terribly evasive and unhelpful. Instead, we have attempted to address the question here by compiling a list of candidate […]
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Looking for the perfect lift-out? Here’s why it may not exist...

Looking for the perfect lift-out? Here’s why it may not exist…

2 years ago
Many of our asset management clients frequently express interest in exploring potential lift-outs of investment teams or individual portfolio managers. In an industry characterized by innovation as well as continued margin pressures, having scale and a clearly-defined future growth strategy is more important than ever. The ideal lift-out scenario sought is virtually always the same…the […]
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Concentriq's 2018 Benefits Benchmarking Survey

Concentriq’s 2018 Benefits Benchmarking Survey

2 years ago
Industry change combined with a tight labor market and growing millennial workforce are causing asset managers to re-assess the competitiveness of their employee benefit plans. During the second and third quarters of 2018, Concentriq conducted interviews with 43 asset managers across the U.S. to develop a comprehensive benchmarking survey in regards to employee benefits offerings. […]
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