Amplify Issue 15: Salespeople’s dos and don’ts

by | Oct 27, 2022 | Newsletters

Fund selectors tell us their peeves and preferences when it comes to meeting asset management salespeople. Plus we analyse top-rated managers running small equity funds and hear from Abrdn’s sustainability chief.

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Salespeople’s dos and don’ts Plus: More AAA managers under $100m
Citywire Amplify - asset management uncovered

Would you join a fund selector on a jog? It’s a sign of the times that at least some fund salespeople are doing exactly that – it’s the only quality face-to-face time they can get. Citywire Amplify canvassed UK fund selectors to find out what they wanted from fund salespeople, and they were not short of views. Nour Azhar reveals how a little knowledge goes a long way.

Keeping with the sales theme, we have all the latest distribution job moves including an exclusive on a John Hancock distribution chief whose role has been scrapped.

And we’re staying regional with our popular analysis of the best fund managers looking after small funds. We go around the globe with AAA-rated managers running equity funds with less than $100m in assets.

With the publication of the UK’s new ESG labelling system, we asked Abrdn’s chief sustainability officer, Amanda Young, about the challenges facing ESG. She believes that the fund industry is sleepwalking into a green bubbleAmplify also finds out how she gets things done (spoiler alert: it involves a lot of committees).

But ESG fund strategy is one of the areas crying out for industry leadership. Citywire’s executive chairman Lawrence Lever has reflected upon the key areas in asset management, from share prices to diversity, where it’s time some leaders stepped up.

This newsletter is now being sent twice a week, so we’ll be back in your inbox on Thursday.


Will RobinsCitywire Amplify

Get in touch:
wrobins@citywire.co.uk 

Or join the conversation on LinkedIn

UK SELECTORS
Know more and stop calling: What selectors want from sales

Selectors opened up to Amplify about their relationships with salespeople: from their pet peeves to their favourite approaches.

Read
SALES MOVES
John Hancock distribution chief departs

Amplify can reveal that Todd Casler has left John Hancock Investments after 16 years. Elsewhere, Ninety One has grown its US office and BNPP has made a passive push.

Read
CITYWIRE RATINGS
Five sub-$100m equity managers to keep an eye on

We shed some light on managers of small equity funds who have received a Citywire AAA rating.

Read
ESG REGULATION
FCA cracks down on fund greenwashing with raft of new measures

Sustainability labels and restrictions on how ESG can be used are among the new measures proposed by the UK regulator to prevent greenwashing.

Read
ESG HEAD
Abrdn sustainability chief: We’re risking a bubble

Abrdn’s head of sustainability, Amanda Young, explains how the group has operationalised ESG investing and evidencing impact.

Read
Will the next industry leader please stand up? 

Citywire executive chairman Lawrence Lever analyses the areas where asset management needs leadership most urgently.

Read

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