Patpatia & Associates has published articles and white papers relating to the financial industry. We have a listing of the most current ones below. It is our hope that there might be information you will find helpful within some of these publications.
Download Insurance Asset Management - Investment Approach and Manager Dynamics here.*
(Note: file size is 1.5 MB)
Learn about the rapidly growing and evolving marketplace for managing the general account assets of insurers. Topics include global market dynamics, the management requirements of different types and sizes of insurers, and the particularities of insurance general account mandates.
Download 2007 Insurance Asset Manager Survey - Manager Profiles here.*
(Note: file size is 1.2 MB)
Review profiles of over 50 of the leading insurance money managers conducted in conjunction with Insurance Finance & Investment (IFI). Profiles include insurance practice descriptions, insurance client characteristics and portfolio management approaches; as well as asset dynamics and manager contact information.
White Papers
Download Wealth Management in America here.*
(Note: file size is 1 MB)
Read about the changing character of the wealth management marketplace and how Patpatia & Associates works with purveyors taking a leading position in the marketplace. We do this through the implementation of new tactics to adopt a customer-centric approach and the deployment of new advisory platforms.
Download Repositioning Brokerage Firms in the Evolving Marketplace here.*
(Note: file size is 134 KB)
Read about what specific tactics and support services are required of brokerage firms to best compete in the current market environment. Recommendations are based upon select findings from a study that Patpatia & Associates conducted along with Russ Alan Prince and Jordan S. Berlin for Institutional Investor. Additionally, if you would like to request a copy of the study from Institutional Investor, you may request one here.
* This is an Adobe Acrobat file. If you do not have the Adobe Acrobat Reader (Version 4 or higher) installed on your computer, you can download it free of charge from Adobe.
If you would prefer to receive printed copies of the above articles by mail, please email your name, title and mailing address to patpatia@patpatia.com. If you'd like to receive email notices of new articles published by our associates, please enter your email address below and we'll send you update notifications.
